Managing your financial assets to best serve your retirement and wealth transfer goals is a challenging, complex, and time-consuming task. Wouldn’t it be nice if you could find one comprehensive fiduciary solution to build, invest, and protect your personal, business, and family assets?

Exeter Trust Company offers the extensive investment expertise of its affiliate Manning & Napier Advisors, Inc. with a global sub-custodian capable of meeting U.S. and non-U.S. service requirements to provide you personalized and confidential service.

Exeter Trust Company provides trust and custody services to individuals, endowments, corporations and qualified plans, including Taft-Hartley plans, and can assist you and your heirs in fulfilling the many requirements associated with IRAs. Types of trusts where Exeter can act as trustee or successor trustee include:

• Traditional Personal Trusts
• Trusteeships Under Trust Agreements
• Trusts Under Will (Testamentary Trusts)
• Living Trusts
• Charitable Remainder Trusts
• Credit Shelter and Marital Trusts
• Gifts to Minor Children Trusts
• Grantor-Retained Annuity, Income, and Unitrusts

For more information about services available through Exeter Trust Company, call (585) 325-1129 or fax (585) 325-4969.