Form ADV

The path to Financial Success and Peace of Mind starts here. 

Ω
INTRODUCTION AND EXPLANATION
OF THIS BROCHURE AND BROCHURE SUPPLEMENT

Under both Federal and State law, Exeter Trust acts as a fiduciary to our clients.  We are required to make full disclosure of all material facts relating to our role as a Registered Investment Adviser. 

As a fiduciary, we are required to avoid conflicts of interest with our clients, and, at a minimum, make full disclosure of all material conflicts of interest that could affect the advisory relationship. 

Exeter Trust makes available this Brochure and the attendant Brochure Supplement to all clients of Exeter Trust.  Exeter Trust provides this Brochure and Brochure Supplement to a client before or at the time the client enters into an advisory agreement with Exeter Trust.  Moreover, our Brochure and Brochure Supplement are posted on our website.  

Ω
MATERIAL CHANGES SINCE THE LAST ANNUAL UPDATE
 TO THE US SECURITIES AND EXCHANGE COMMISSION
AND THE STATE SECURITIES AUTHORITIES

Material changes in this Brochure and Brochure Supplement (since our last submission of this Brochure and Brochure Supplement to the SEC and any state securities authorities) are noted here.  The only material change since Exeter Trust’s last submission is the offering of additional services to complement our core services of investment management and financial planning.  In order to further serve our clients, Exeter Trust now offers trust and estate planning, tax preparation and advice, and legal services.  

Please click on the link below to view our full Form ADV:

ADV