Financial Professionals

A Foundation For Financial Advisors

Listening, learning and putting clients first is the common thread linking Homestead with the advisors who choose to partner with us. It is this focus that builds careers and strengthens relationships.

While Homestead Funds was founded to work with cooperatives across rural America, we also work with independent advisory firms nationwide, offering access and support that is difficult to find in today’s market environment.

Advisors can utilize the funds to complement portfolios or provide alternative solutions to help clients meet their investment goals. Homestead Funds are available on several third-party platforms, including Pershing, National Financial Services, TD Ameritrade and Charles Schwab.

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Alignment is Everything

We take the advisor perspective when considering how to partner with advisors, always keeping a distinct set of permanent considerations front of mind:

  • You want to put your clients’ best interests first
  • You need investment products that fit a variety of situations
  • You need investment options that address a wide range of client needs
  • You want to manage risk in your client portfolios
  • Costs matter. We strive to keep operating expenses low

Why Work With Homestead?

Committed to Collaboration

We are driven by the spirit of cooperation, where teamwork, communication and shared interests unite to create something special. This same spirit informs our relationship with advisors, where we work hard to support you in designing portfolios that help clients achieve their goals.

Purpose in Partnership

Consider us your personal portfolio construction toolset. We make it simple to create a tailored investment program for your clients, with a wide array of options to meet specific needs, all of which are underpinned by thorough and knowledgably support in every step of the process.

Dynamic & Proactive

Our experienced investment manager follows a disciplined process paired with a proactive push to seek out new opportunities. We combine individual skill and talent with the collective wisdom of the team to scrutinize and analyze every opportunity to help with your clients needs.

Client Solutions

We make it simple to create a well-rounded investment program for your clients, with a wide array of options to help meet each client’s specific needs. We also provide thorough, knowledgeable support for every step of the process.

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