Our Story
Investing has never been more important in supporting the financial futures of American families – yet many in rural and regional communities do not get the focused guidance they need. We believe that an exceptional community requires a partner that helps protect its interests and understands the experiences of those that help power this country and make it special.
This is where Homestead Advisers truly makes a difference.
We are a investment services company and mutual fund manager with roots in rural America, originally formed over 30 years ago to invest on behalf of community electric cooperatives and their employees. Across market cycles, our firm has grown in size and scope, gaining recognition through our array of mutual funds, but we have never lost sight of who we serve or the way in which we serve them.
At Homestead Advisers, our values are aligned, and our objectives are clear. We strive to harness the ideals of integrity, commitment and collaboration to develop personalized investment strategies, while giving our partners the resources, education and support needed to build the bright financial futures they deserve.
Honoring Lineworkers, Cooperatives’ First Responders