Asset Management
Delivering value, always

Discover what happens when you combine an active, independent approach with a disciplined investment process.
- Our Investment Philosophy
- Asset Management Team
Solutions For
Investments
Wealth Management
Wealth management doesn't stop at investments

Protect your wealth with planning, investments, and advice all in one place.
- Our Approach
- Wealth Management Team
Solutions For
Investments
Investments
Award Winning Investments

Explore our actively managed investment solutions. In addition to our time-tested core strategies, we offer specialized, quantitative, and alternative investments to round out your portfolios.
- Our Investment Philosophy
- Awards & Recognition
Strategies
Insights & Resources
About Us
Building brighter futures

With an uncompromising focus on delivering investment and wealth management solutions, we strive to provide evolving, modern strategies that will enable people and organizations to achieve their financial goals.
- About Us
- Callodine Group
Our Firm
Connect with Us
- Webinars & Events
- Careers
Contact Us
Login
For Individuals

Our site may look different, but your login experience has not changed. If you have questions or need help please call us at (800) 551-0224.
For Financial Professionals

If you need help accessing your account, or haven’t set up online access yet, please contact your service team or call us at (800) 551-0224.
- Login
- Exeter Trust Company

Login Contact Us

Search

Our team would be happy to answer any questions you may have. If you would like to connect, simply contact us or schedule a call.

Connect with Us

Please fill out the form below and we’ll contact you. We look forward to speaking with you about how we can help meet your needs.

Subscribe to our Insights

You can update your email preferences at any time.

Sign up to receive the latest financial planning and investment tips and news.

View all Preferences