Homestead is here to provide guidance and support to make your investment journey simple and straightforward. Our client service process is tailored toward understanding your situation, identifying goals and helping you create a plan.
What We Offer
The Planning Process
You can choose to work directly with our team or utilize our digital tools to create your portfolio along the way.
Timing and Risk Tolerance
Target how much time you need to accomplish goals and determine the level of risk you are comfortable with.
Select the account types and funding options that are appropriate for you.
Use our manager commentary, performance updates and website to review and manage your accounts.
We offer a range of resources to help answer your questions and provide support and guidance.
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See Our Predefined Asset Allocation Models