The Foundation of Advisor Success

Listening. Learning. Putting clients first. It’s how you built your career, and it’s how Homestead has grown far beyond its roots as an investment arm of the electric cooperative community. Over time, Homestead has built significant advisor relationships by embracing the ground rules for long-term success – uncomplicated, disciplined investment strategies and a respect for the duties of a fiduciary. 

We seek to build lasting relationships with enterprising professionals, and your business growth is our priority. You can be confident that we will provide the products and information you need to serve your clients.

A History of Serving a Community

Homestead Funds has grown organically by focusing on its community of investors and partners. Our client-focused approach is rooted in our early days as part of the National Rural Electric Cooperative Association (NRECA). That same spirit of cooperation drives our partnership with advisors to design portfolios that help clients achieve their long-term financial goals.

Learn more about our history

Partnering with Advisors

Think of us as your personal portfolio construction kit. We make it simple to create a well-rounded investment program for your clients, with a wide array of options to meet each client’s specific needs. We also provide thorough, knowledgeable support for every step of the process. We are committed to applying the highest ethical standards to all business and client relationships.

See why advisors choose Homestead

Dynamic & Collaborative Investment Management

Our experienced investment managers follow disciplined investment processes in seeking to achieve consistent long-term investment performance. Our individual managers are always on the lookout for new opportunities. We combine the skills and talents of our individual managers with the collective wisdom of the team to scrutinize each opportunity and help ensure it matches our core criteria.

Learn more about our investment philosophy