Exeter Investment Management offers investment advisory services, managing portfolios on a discretionary basis. They use active stock selection or ETF allocation strategies based on client needs. The stock selection strategy focuses on improving risk-adjusted returns with a long/short approach, primarily using small-cap domestic stocks. The ETF allocation strategy aims to reduce risk and increase performance through tactical allocation and tax-loss harvesting. Exeter tailors its services to individual client needs and investment objectives.
Assets Under Management$27M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$27M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Exeter Investment Management offers two investment strategies with different fee structures:
ETF Allocation Strategy:
- Management fees range from 0.1% to 0.2% per year, based on the size of the account and the complexity of the investment strategy. Fees are non-negotiable.
Active Stock Selection Strategy:
- Management fees range from 0.0% to 1.0% per year.
- Performance Fee: 0.0% to 25.0% of any gains exceeding a 6.0% hurdle rate. The client can negotiate the mix of management and performance fees.
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