Investing for a Brighter Future

Mutual Funds Built for Individuals, Communities and Cooperatives

We are Homestead Funds, an established and trusted mutual fund manager, empowering cooperatives, families and advisors with education, access and opportunity through straightforward investment planning and partnership.

 

About Us
30+
Years Investing
$2.4b
Assets Under Management (as of December 31, 2022)
350+
Co-op Partnerships
13k+
Investors

The Homestead Difference

Aligned

Our community origins create client alignment through a common perspective, ensuring advice and solutions driven by your interests.

Accessible

With a mission to serve, we are here to offer an attentive ear and provide a helping hand, so you are confident and well taken care of.

Affordable

We provide value in many ways, working hard to keep costs down to ensure your hard-earned money is always working for you.

Resources and Education

Our Guidance Center is your key to unlocking a life plan that helps meet your financial goals and objectives. We are here to answer your investment questions, help define goals and develop a comprehensive plan for your financial journey.

 

Guidance Center

2022 Q4 Market Review — Inflation Turns a Corner

Stocks and bonds both delivered positive returns in the fourth quarter, breaking thei…

2022 Q4 Homestead Horizons: Budgeting Is Back

Budgeting may not be a focus when times are good; when markets are up, inflation is l…

Investing in Changing Times

Many of our clients are asking: How do we navigate in the volatile markets we have ex…

Connect

Get Started Today

Open an Account


Book a Phone or Virtual Meeting

Book A Meeting


Start a Conversation

Contact Us


Contact Us