HOMESTEAD ADVISERS CORP.

Overview

Homestead Advisers Corp. is an SEC-registered corporate adviser that has been operating since 1990 and serves primarily institutional clients. Its advisory services include financial planning and portfolio management for investment companies and for businesses or institutions. The firm also engages in other financial product sales and maintains a broker-dealer affiliation. Fees are charged as a percentage of assets under management and through other arrangements. Homestead is not positioned as a capital allocator, does not identify as an ESG investor, and is not set up as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices