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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.
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February 23, 2021
Taking Advantage of a Golden Opportunity
We regularly hear concern from clients about everything that is going on today. How am I going to save for retirement in such a turbulent, difficult time? In many ways, saving and investing has never felt so strange. Today, interest rates on traditionally safe bonds are near zero, if not below; … -
February 18, 2021
Webinar: Top Planning Considerations for 2021
Every new year brings changes to tax laws, Social Security benefits, healthcare, and more. A newly elected President and proposed tax law changes coupled with the ongoing impact of Covid-19 have left many with questions. Please join us for our upcoming webinar where our … -
January 27, 2021
Medicare Advantage: Is it Time to Make a Change?
Medicare recipients who have enrolled in a Medicare Advantage Plan have the opportunity to make a change to their Advantage Plan if they are not happy with it. The window to modify Medicare coverage opened on January 1, 2021 and closes on March 31, 2021. This window also provides an opportunity … -
January 22, 2021
2021 Outlook Webinar: Light at the End of the Tunnel
Few would have thought that in the middle of the worst global pandemic in a century, the stock market would not just be doing okay, but would even be at all-time highs! The power of good investment advice is as important as ever. In this webinar, our Director of Investments, …
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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.
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Megan Henry
President of Exeter Trust Company
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Veronica Van Nest, JD
Senior Wealth Management Consultant
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Leslie Rector
Vice President and Trust Officer
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Jon Lindboom
Assistant Vice President and Trust Officer
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.