Homewood Capital Management East LLC

Homewood Capital Management East LLC provides ongoing portfolio management and financial planning primarily for individual clients, preparing an Investment Policy Statement for each engagement and offering asset allocation, security selection, and regular portfolio monitoring. The firm limits its recommendations largely to mutual funds, equities, exchange-traded funds, fixed‑income securities, annuities and Treasury inflation-protected/inflation‑linked bonds.

The firm’s investment process is grounded in modern portfolio theory and a long‑term trading approach, documenting client risk tolerance and time horizon in the Investment Policy Statement and generally seeking discretionary authority to implement the stated strategy. Clients receive quarterly reporting through the custodian, and the adviser states it allocates investment opportunities with an intent to be fair and equitable across client accounts.

Noteworthy distinctions include disclosed outside business activities by firm principals — including licensed insurance sales and real estate brokerage services as well as consulting — which the brochure identifies as potential conflicts of interest and describes how these conflicts are disclosed to clients. The firm manages client assets internally rather than selecting third‑party managers and requires clients to use a specified custodian (SEI), with advisory fees withdrawn directly from client accounts.