Homestead Financial Partners – Intelligent Income

Investment management

Actively managed portfolios with a focus on income production and capital preservation

Financial Consulting

Sophisticated financial planning and analysis for businesses and HNW individuals

Tax

Optimize financial decisions with an integrated approach to tax

About Us

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.

Our Vision

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.

Homestead Highlights

market

Market Digest — May 11, 2026

Market Themes AI/Data Center Infrastructure Surge: MRAM, AAOI, NVTS, POET, VICR, SWMR all moved on AI/optical/semiconductor catalysts, reflecting continued capital flows into the AI hardware ecosystem. M&A Premium Repricing: BZH’s …

Investing

Kennametal (KMT) — FQ3 2026 Earnings Review

KMT (Kennametal) Earnings Review — FQ3 2026 Source Documents Current Q (FQ3 2026) Prior Sequential Q (FQ2 2026) Year-Ago Q (FQ3 2025) Period End March 31, 2026 December 31, 2025 …