Financial Professionals

New & Noteworthy

Stocks Finish Up for Another Strong Year

The fourth quarter of 2024 delivered a complex market environment marked by modest stock market gains, shifting monetary policy, and notable fixed-income movements.


Powering Your Client’s Financial Future

Born from the National Rural Electric Cooperative Association’s (NRECA’s) mission to serve electric cooperative employees, Homestead Advisers has grown beyond our rural roots. For over 30 years, we’ve applied our pension management investment approach to deliver high-quality, affordable investment strategies to all investors.

Our boutique approach sets us apart:

  • Experienced portfolio managers deeply involved in strategy execution
  • Cost-effective solutions across equity and fixed-income portfolios
  • High-touch client service

From powering America’s heartland to helping grow your client’s portfolio, we remain committed to the success of our shareholders.

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We Are Wired Differently. Hear How Our Start-Up Story Distinguishes Us.

Our roots help us understand Main Street investors and explain why we’re so driven to offer straightforward, affordable ways to invest.

CEO Mark Santero explains how history and purpose differentiate us.

The information on this website is intended only for U.S. institutional investors and should not be relied upon by retail investors or any other persons who are not Financial Professionals or Institutional Investors in the U.S.