Homewood Capital Management East LLC

Homewood Capital Management East LLC provides portfolio management and financial planning services to individual clients, preparing an Investment Policy Statement for each client and offering both discretionary and non‑discretionary portfolio management. The firm’s services include asset allocation, security selection, regular portfolio monitoring, and one‑time or hourly financial planning engagements.

The firm’s investment approach is grounded in modern portfolio theory and implemented through a long‑term trading style that emphasizes diversified holdings in mutual funds, ETFs, equities, fixed income and annuities; risk tolerance and time horizon are documented and used to guide investment decisions. Accounts are reviewed at least quarterly and clients receive custodian reports, and the firm states a policy of attempting fair and equitable allocation of investment opportunities across client accounts.

A principal of the firm is also active as a licensed real estate broker, an insurance agent who may receive commissions on product sales, and a consultant; the brochure discloses these outside activities and the resulting potential conflicts of interest. The firm also requires clients to use a specific custodian (SEI), may receive soft‑dollar research or services, and operates with a relatively small client roster and asset base, factors that may affect execution options and are disclosed in its brochure.