Building Durable Wealth Through Risk Management
Symons® Capital is an equity risk manager with a holistic risk/reward research process designed with a goal of building durable wealth through differentiated risk management. The result is protection-focused portfolios. By attempting to limit downside risk and preserve capital, a portfolio’s purchasing power may be increased relative to benchmark indices.
The core of Symons® Capital’s differentiated risk management investment process involves our blending of both macroeconomic and equity research. Our process may enable us to tilt market sector holdings away from risk, thereby potentially creating high Active Share, low Zephyr Pain Index, low Downside Market Capture, and other attractive risk metrics. (For metric descriptions, please click here)
Symons® Capital’s ultimate goal is to build durable wealth through protection-focused portfolios.
WE INVEST FOR OUR CLIENTS PRECISELY AS WE DO FOR OURSELVES
Thank you for your interest in Symons Capital Management. We are a registered investment adviser focused on one activity for one purpose — independent stock selection and portfolio management with the objective of long-term wealth accumulation. This website contains extensive information about Symons Capital Management. Its purpose is to give you sufficient knowledge about us so that you have a sound understanding of what we do, who we are, how we have performed, and how we do our stock selection and portfolio management work. We want our clients to have realistic expectations of the risks and rewards involved, as well as a sense of comfort with, and a sense of control over, the assets we are managing for you. We believe the long-term values we offer to our clients are investment performance, experience, discipline, intellectual independence, and accessibility.
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: (888) 344-7740