Exeter Trust Company

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.

 

Megan Henry, President of Exeter Trust Company, gives an overview of our services.

Learn more about our services

Our team is here to answer any questions you may have. Contact us if you would like to learn more about the trust and custody services that we offer our clients.


Exeter Trust Company 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

Use our signature active investment management style to monitor and adjust your investment accounts according to the market environment and your goals.

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.

  • July 15, 2020

    Mid-Year Outlook: Staying on Track in a Runaway Market

    The market has done a full circle in just six months’ time, and you might be wondering “what do I do with my money now?”. Our 2020 Mid-Year Investment Outlook tackles this question, provides insights on the market, and highlights our strategy for navigating a post-pandemic world.
  • July 07, 2020

    Take Advantage of the Extended Tax Deadline

    In response to the Coronavirus pandemic, on March 21, 2020, the Internal Revenue Service (IRS) automatically extended the federal income tax filing due date from April 15, 2020, to July 15, 2020. While talks fell short of extending the deadline past July 15th, the IRS urges taxpayers to request …
  • June 26, 2020

    Update: IRS Releases Guidance on RMD Distributions

    In response to the Coronavirus and its impact on the nation’s economy, President Trump signed into law the CARES Act (Coronavirus Aid, Relief, and Economic Security Act) on March 27, 2020. Provisions in the Act waived required minimum distributions (RMD) from tax-deferred retirement accounts …
  • June 19, 2020

    Understanding the SECURE Act: Managing the 10-Year Rule

    The SECURE Act, which was signed into law late last year, has several provisions that impact distribution rules for IRAs. Perhaps the change causing the most planning considerations is the new 10-year rule. Starting in 2020, for IRAs passing to most non-spouse beneficiaries (not including …

Financial Planning Blog

Sign up to stay up-to-date with the latest industry trends and topics.


The Exeter Trust Company Team

Our committed team averages 20 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

    Senior Wealth Management Consultant

  • Leslie Rector

    Vice President and Trust Officer

  • Jon Lindboom

    Assistant Vice President and Trust Officer

  • Katherine Calabria

    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.


Loading...