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Managing your financial assets to best serve your retirement, philanthropic, and wealth transfer goals can be a complex and daunting task. Exeter Trust Company, combined with Manning & Napier’s extensive investment expertise, provides a comprehensive fiduciary solution to build, invest, and manage your assets.
We are large enough to offer the range of financial services you need, yet small enough to provide the personalized and confidential service you deserve.
We pride ourselves on a relationship-driven approach to ensure that we are the best possible stewards of your wealth.
Learn how working with our dedicated team provides one, simple integrated solution to help meet your specific needs.
We serve the trust and custody needs of individuals, families, and charitable organizations, and we welcome the opportunity to work with your trusted advisors.
Access our comprehensive collection of investment insights, which are available to help you learn more about a variety of topics.
Our Trusteed IRA is designed to go beyond retirement savings to offer a simple, smart solution to your estate planning needs.
September 19, 2016
Many individuals have the enviable burden of owning a significantly large Individual Retirement Account (IRA). They want to have those assets available for the well-being and financial security of their loved ones even after they have passed away.
August 22, 2016
From simple beginnings, the investment benchmark has become a de-facto aspect of most investment programs today. There are many types of benchmarks, but the most widely accepted version uses passive market indices as standards of performance measurement and points of comparison for various portfolio characteristics.
August 17, 2016
Recent regulations and the current low interest rate environment are limiting how much organizations can earn on their excess cash. A Bank Deposit Investment Account (BDIA), a customized cash management solution that can help organizations generate more income on their excess cash, may be worth considering.
Beth Mallette, Portfolio Manager and Mike Magiera, Managing Director discuss our Real Estate Series.
Our committed team averages 16 years experience in the financial services industry. Staff credentials include, but are not limited to, JD, CTFA, and trust tax specialist.
Manning & Napier Advisors, LLC (Manning & Napier) provides investment advisory services to Exeter Trust Company (ETC).
Certain account minimums may apply to be eligible for Exeter Trust & Custody services.
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