Investment Management 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 Exter Trust Company, gives an overview of our services.

Download our Trusteed IRA brochure to learn more

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

Exeter Trust Company Thought Leadership

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

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

Financial Planning Blog

October 26, 2018

Webinar: Family Finances: Conversations Your Family Should Have
Talking to your family about money is arguably one of the more difficult conversations to have, but the reality is, it’s a key part of financial planning. The “sandwich generation” often finds themselves in the middle of these conversations – having to talk to their own …
October 04, 2018

Why Aretha Franklin’s Lack of An Estate Plan is a P-R-O-B-L-E-M
Following in the footsteps of other famous musicians including Prince, Michael Jackson, Jimi Hendrix, Kurt Cobain, and Bob Marley, Aretha Franklin passed away without an estate plan. As a result, rather than personally making decisions about the distribution of her estimated $80 million estate, …
August 07, 2018

It’s Not Too Late to Compound Your Savings for Retirement
For anyone who reads, watches TV, or browses social media, it should come as no surprise that Americans, on average, are underprepared for retirement. In fact, struggling to find a way to save enough to fund a comfortable retirement is an issue that spans generations. While retirement health …
August 02, 2018

Webinar: Financial Planning FAQs
Whether you are a young professional, retired, or approaching retirement you likely have questions about what you can do today to be better financially prepared for your future. We revisited our most frequently asked questions our experts receive on financial planning topics …

The Exeter Trust Company 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.