Financial ConsultingWealth ManagementTax PlanningBusiness PlanningCharitable GivingAsset Management
Manning & Napier provides 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 that complement our investment process.
Founded in 1970, we offer a wide variety of U.S. and non-U.S. equity, fixed income, ETF-based, and multi-asset class strategies. We serve 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.
For many of these partners, our relationship goes beyond investment management and includes customized solutions that address key issues and solve client-specific problems. We are headquartered in Fairport, NY.