ABOUT US
Exeter Investment Management builds equity focused portfolios for individuals, families, and charitable organizations. We are a state registered investment advisor in California, serving our clients through separate accounts. Our goal is to maximize long-term compounding, net of fees, with significantly less risk than market indices. Our investment philosophy is long-term, tax conscious, and risk-averse.
OUR STRATEGIES
We offer clients two strategies: Active Long-Short Equity and Customized ETF Allocation.
In our active strategy, we invest in global all-cap equities with added emphasis on small-cap domestic stocks where the market is more likely to be inefficient. We strive for an optimal combination of technology and experienced judgement to make better investment
decisions.
In our ETF portfolios, we select index funds and execute both periodic and opportunistic rebalancing. For taxable accounts, we use tax loss harvesting and work around low-basis legacy positions for maximum tax efficiency.
OUR FOUNDER
Jake Saroyan founded Exeter Investment Management in 2025. He began his career as a Compliance Analyst at PIMCO in 2011. In 2013 he joined Whittier Trust Company as an Investment Analyst covering Basic Materials for the firm's core equity strategy, as well as managing mixed-sector fixed income portfolios.
In 2017, he joined Medina Value Partners, a small-cap focused hedge fund based in Los Angeles where he spent the majority of his career as a generalist Equity Research Analyst.
Jake earned the Charted Financial Analyst designation in 2015 and has a bachelor's degree in Business Administration from the University of Southern California. He is an Investor in Residence with the Benjamin Graham Value Investing Program at UCLA, where he has guided undergraduates though a practical equity research project every year since 2020.