In our library you can find all of the documents needed to invest in the Symons Institutional Funds. Please read our prospectus before investing. All of these documents are in Adobe Acrobat PDF format. You must have Acrobat Reader to view these documents.
Prospectus and Disclosures
Symons Value Institutional Fund (SVTIX) (Dated March 30, 2021)
This isour current prospectuses. Please read it before investing.
Symons Statement of Additional Information
This Statement of Additional Information (SAI) is not a prospectus . It should be read in conjunction with each Prospectus of the Symons Funds.
Symons Value Institutional Fund SAI
Symons Annual Report (Dated November 30, 2020)
Symons Semi-Annual Report (Dated May 31, 2021)
Symons Financial Disclosure Form
Ultimus Fund Distributors, LLC. Financial Disclosure for Traditional Individual Retirement Account, Simplified Employee Pension IRA, Simple Individual Retirement Account, Coverdell Education Savings Account, and Roth Individual Retirement Account.
Symons Traditional IRA Disclosure
Ultimus Fund Distributors, LLC. Custodial Disclosure for Traditional IRA Account.
Symons Roth IRA Disclosure
Ultimus Fund Distributors, LLC. Custodial Disclosure for Roth IRA Account.
Schedule of Investments (02/28/2021)
Schedule of Investments (08/31/2021)
Common Application Forms
Symons General Application
As an investor, you are responsible for selecting a form of ownership that complies with the laws of your state of residence. Consult your financial advisor or an attorney if you need assistance.
Symons ROTH IRA Application
Use this ROTH IRA Application to open a ROTH IRA.
Symons Traditional-SEP IRA Application
Use this TRADITIONAL/SEP IRA Application to open a TRADITIONAL or SEP IRA.
Common Rollovers, Distributions, Transfers and Change Forms
Symons IRA Transfer Form
The IRA Transfer Request Form is used to facilitate the transfer of assets between two IRAs. This form may be used to transfer Traditional, Roth, SEP, or SIMPLE IRA assets from one IRA Trustee/Custodian/Issuer to another. This form should not be used to facilitate a rollover of assets from an employer-sponsored qualified plan or to convert Traditional, SEP or SIMPLE IRA assets to a Roth IRA. If you have any questions regarding this form, please call Shareholder Services at 877-6-SYMONS (877-679-6667). Note: Please complete a New Account Agreement if you do not already have an account established.
Symons Fund IRA Change of Beneficiary Form
This form is used to change the beneficiaries for Traditional, Roth, SEP and SIMPLE IRAs.
Symons TOD Form
Use this Transfer On Death Registration Form to name a beneficiary on your account. If you have any questions regarding this form, please call Shareholder Services at 877-6-SYMONS (877-679-6667)..
Feel free to call toll-free 877-6-SYMONS
(877-679-6667) if you have additional questions.
Symons Institutional Funds
c/o Ultimus Fund Solutions, LLC
P.O. Box 46707
Cincinnati, OH 45246