Symons Capital Management, Inc. (SCM) collects nonpublic personal information about you from the following sources as part of our normal business: information we receive from you on applications or other forms; and information about your transactions with others, such as the custodian of your assets, or with us.
We do not disclose any nonpublic personal information about you to anyone, except as directed by you or as permitted by law.
If you decide to close an account or become an inactive customer, we will continue to adhere to the privacy policies and practices as described in this notice.
SCM restricts access to your personal and account information to those employees who need to know that information in order to provide services to you. We maintain physical, electronic and procedural safeguards to protect your nonpublic personal information in accordance with industry standards of security and confidentiality.
ULTIMUS FUND SOLUTIONS, LLC
225 Pictoria Drive, Suite 450
Cincinnati, OH 45246
P: (877) 679-6667
F: (877) 513-0756
650 Washington Road, Suite 800
Pittsburgh, PA 15228-2702
P: (610) 648-3851