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You know us for
1031 Exchanges
You know we are a Qualified Intermediary, but did you know we are one of the few with regulatory oversight? That we safeguard clients’ funds in separate, segregated, dual- signature Qualified Trust Accounts with Exeter Trust Company; a firm that is licensed, regulated, and audited by the Wyoming Division of Banking?
A firm that has expertise and experience in 1031 Exchanges. One that can consult and collaborate with advisors on complex matters.
A firm with significant fidelity bond and E&O insurance along with regulatory required equity capital reserves.
404 Camino del Rio South ● Suite 600 San Diego, CA 92108 ● exeterco.com (619) 239-3091 info@exeterco.com
Cheyenne • Chicago • Ft. Lauderdale • Los Angeles Newport Beach • San Diego • San Francisco
Now know us for Self-Directed IRAs
Exeter Trust is a Self-Directed IRA and Individual 401(k) Custodian. We work with investors who buy Alternative Investments like real estate, deeds of trust, mortgages, tax lien certificates, LLCs, and more, in their Self-Directed IRAs and 401(k)s.
We are the trust company and not just a third-party administrator. A trust company with significant expertise and decades of experience in real estate.
We deliver a better 1031 Exchange, Self-Directed IRA and 401(k) Plan experience.
205 Storey Boulevard ● Suite 200 Cheyenne, WY 82009 ● exetertrustcompany.net (307) 222-8750 ● custody@exeterco.com
INVESTMENTS NOT FDIC INSURED • INVESTMENTS NOT GUARANTEED • INVESTMENTS MAY LOSE VALUE
APARTMENT MANAGEMENT MAGAZINE - JUNE 2021 CS-5