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Intelligent Income Dear Client, Thank you for using Homestead Financial for your financial needs. Please read below for an update on our company and investment strategy. You can read prior …
Actively managed portfolios with a focus on income production and capital preservation
Actively managed portfolios with a focus on income production and capital preservation
Sophisticated financial planning and analysis for businesses and HNW individuals
Optimize financial decisions with an integrated approach to tax
Homestead is uniquely qualified to help you protect and grow your capital.
Simon Rosenberg serves as founder and Portfolio Manager for Homestead Financial Partners. Prior to founding Homestead, he managed more than $4 Billion for institutional and high-net-worth individuals using a fundamental value oriented approach to investing.
Homestead Financial Partners was created with a vision to help families reduce fees, simplify investments, and increase after tax cash flow using an integrated approach to wealth management. Homestead builds customized portfolios on low-cost discount brokerage platforms leveraging digital technologies, institutional research tools, and more than a decade of experience in value investing spanning equities, fixed income, and alternatives.
Intelligent Income Dear Client, Thank you for using Homestead Financial for your financial needs. Please read below for an update on our company and investment strategy. You can read prior …
Intelligent Income Dear Client, Thank you for using Homestead Financial for your financial needs. Please read below for an update on our company and investment strategy. You can read prior …