Exeter Investment Management

Overview

Exeter Investment Management is a limited liability company run by an individual owner that provides portfolio management for individuals and small businesses. Its client-facing model combines a percentage-of-AUM fee schedule with the capacity to charge performance-based fees. The firm does not position itself as an active ESG investor, does not operate as a multi-state adviser, and is not identified as a pension consultant or related adviser. Investment activity centers on externally managed vehicles and liquid market exposure alongside a material allocation to alternative strategies. The firm’s stated allocation interests emphasize hedge funds, real estate, commodities and oil & gas, indicating a willingness to use specialized third‑party managers and fund structures alongside traditional public-market instruments. That mix suggests Exeter blends liquid exposures for tactical and core needs with alternatives for diversification and return enhancement.

Assets & Accounts

Investments & Alternatives

Location & Offices