Homestead Advisers provides tailored investment advisory services to private clients, employee benefit plans, and institutional entities. The firm offers separately managed accounts focusing on equity and fixed-income strategies, as well as managing mutual funds. Homestead Advisers utilizes fundamental research and bottom-up stock selection for equities, while creating diversified fixed-income portfolios tailored to each client's specific economic outlook and risk tolerance. Investment management is conducted on a discretionary basis, with standard fee schedules varying by asset class and account type. The firm requires a minimum investment of $5,000,000 for private separately managed accounts, though this amount is negotiable.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
Standard fee schedules vary by strategy: Equity strategies range from 0.32% to 0.70%, and fixed-income strategies range from 0.10% to 0.40%. Fees are negotiable.