Homewood Capital Management East LLC

Homewood Capital Management East provides ongoing portfolio management services tailored to each client's individual goals, risk tolerance, and time horizon. The firm creates a personalized investment policy statement for every client and manages portfolios using modern portfolio theory and a long-term investment strategy. Investments typically include mutual funds, fixed income securities, insurance products including annuities, equities, exchange-traded funds, and Treasury inflation-protected bonds. In addition to investment management, Homewood Capital Management East offers hourly financial planning covering areas such as investment planning, life insurance, taxes, retirement, college savings, and debt management. The firm operates as a registered investment advisor based in Woodbine, Maryland, and is led by principals Brian Wee and Elizabeth Wee.