Manning & Napier
Manning & Napier is an experienced investment manager offering comprehensive wealth and asset management services. The firm offers a wide variety of U.S. and non-U.S. equity, fixed income, ETF-based, and multi-asset class strategies. They also provide a broad range of investment solutions through separately managed accounts, mutual funds, and collective investment trust funds, as well as a variety of consultative services. Manning & Napier serves as a diversified client base of high-net-worth individuals and institutions, including 401(k) plans, pension plans, Taft-Hartley plans, endowments and foundations, as well as third party advisors.
ABOUT MANNING & NAPIER
Manning & Napier is a U.S.-based investment management firm established in 1970, renowned for its active, research-driven investment strategies.
The firm employs a disciplined, active investment approach, focusing on fundamental research and valuation-conscious decision-making.
Their core expertise lies in constructing diversified portfolios that align with clients' financial goals and risk tolerances.
Active, Research-Driven Strategies.
The firm employs a proprietary, bottom-up investment process that combines company-specific analysis with macroeconomic insights to construct diversified portfolios.
Customized Solutions.
Manning & Napier provides separately managed accounts, mutual funds, collective investment trusts, and alternative investments to meet diverse client needs.
Institutional and Non-Profit Services.
The firm extends its expertise to endowments, foundations, and Taft-Hartley plans, offering strategic investment solutions and support for fundraising and spending policies.
Developing personalized financial plans that encompass retirement, tax, estate, and insurance considerations to help clients achieve their financial objectives.
Trust and Fiduciary Services.
Offering in-house custody services through Exeter Trust Company, ensuring responsible management of assets for future generations.
Business and Non-Profit Planning.
Assisting business owners and non-profit organizations with financial strategies, including endowment management, fundraising, and board education.
Retirement Planning.
Providing guidance on retirement savings, withdrawal strategies, and healthcare costs to ensure a secure retirement.