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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.
December 05, 2016
If you haven’t already started to think about what you need to do for year-end tax planning, time is running out. There are a number of things to consider for year-end planning for those who are still working, for those who are retired, and tips in general to help you prepare for year-end tax planning.
November 21, 2016
President-elect Donald Trump's victory, along with Republicans maintaining majorities in Congress, has taken many by surprise. While some segments of the broad U.S. stock market reacted favorably to the election results (e.g., Financials and Industrials), other segments did not (e.g., Utilities and Consumer Staples). It's quite possible that a certain level of uncertainty and volatility will continue as the new administration takes shape...
November 10, 2016
Individual Retirement Accounts (IRAs) are a great way to save for retirement and accumulate wealth. However, when it comes to preserving your legacy and passing on your wealth to future generations the way you wish, there are options to consider.
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.
Our committed team averages 21 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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