Our Mission:
Building Durable Wealth Through Risk Management

Symons® Capital is an equity risk manager with a holistic risk/reward research process designed to build durable wealth through differentiated risk management. The result is protection-focused portfolios. By limiting downside risk and thereby preserving capital, a portfolio’s purchasing power is 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 can enable us to tilt market sector holdings away from risk, thereby 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.

Shareholder Services

Overnight Address
ULTIMUS FUND SOLUTIONS, LLC

225 Pictoria Drive, Suite 450
Cincinnati, OH 45246
P: (877) 679-6667
F: (877) 513-0756

Funds Manager

 
PITTSBURGH

650 Washington Road, Suite 800
Pittsburgh, PA 15228-2702
P: (888) 344-7740