Managing Your Legacy

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.

Let Us Earn Your Trust

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.

About Exeter Trust Company

Learn how working with our dedicated team provides one, simple integrated solution to help meet your specific needs.

Our Services

We serve the trust and custody needs of individuals, families, and charitable organizations, and we welcome the opportunity to work with your trusted advisors.

Discretionary Trustee & Agent for Trustee Services

  • Trusteeships Under Trust Agreements
  • Trusts Under Will
  • Revocable Living Trusts
  • Charitable Trusts
  • Credit Shelter and Marital Trusts
  • Grantor-Retained Annuity,
    Income, & Unitrusts

Investment Management

  • Separate Account Management
  • Customized Blends of Securities
  • Proprietary Mutual Funds

Custody Services

  • Safekeeping of Client Portfolios
  • Account Maintenance and Recordkeeping
  • Daily Reconciliation
  • Daily Cash Deposits into Money Market Funds
  • Monthly Statements

Thought Leadership

Access our comprehensive collection of investment insights, which are available to help you learn more about a variety of topics.

Featured Video

Trusteed IRA: Ensuring Your Legacy Lives On

Featuring Leslie Rector, Vice President and Trust Officer

Our Trusteed IRA is designed to go beyond retirement savings to offer a simple, smart solution to your estate planning needs.

Learn More »
Featured Articles

September 19, 2016

Let your Legacy Live On With a Trusteed IRA

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.

September 01, 2016

The Economic Impact of the Olympics

Countries that host the Olympic Games invest billions of dollars hoping to see a boom in their economy, from increased tourism spending and infrastructure updates. Some countries flourish and see a return on their investment from hosting the Olympics, while others pile on debt that can take decades to pay off.

August 22, 2016

Building and Interpreting Custom Investment Benchmarks

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

Comparing Traditional Cash Management Strategies

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.

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Our Team

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.

  • Megan Henry

    President of Exeter
    Trust Company

  • Veronica Van Nest, JD

    Vice President and
    Trust Officer

  • Leslie Rector

    Vice President and
    Trust Officer

  • Jon Lindboom

    Assistant Vice President and Trust Officer

  • David Orthner

    Assistant Vice President and Trust Officer

  • John Hughes

    Trust Administrator

  • Katherine Wolf

    Senior Account Administrator

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.