Manning & Napier

since 1970
  • 201-500 employees
  • Financial Services

Manning & Napier

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.

Expertise

Financial Consulting, Wealth Management, Tax Planning, Business Planning, Charitable Giving, Endowments & Foundations, Trust & Fiduciary Services, Asset Management, and Investment Management

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Retirement is More Than a Number: 4 Ways to Know if You’re Ready
  • 23 days ago

Are you really on track to retire when you want? The steps are simple – contribute to your 401(k), diversify your investments, build a nest egg – but market and economic changes, longer life expect...

By Manning & Napier In Wealth Practice, Portfolio Construction, Equities
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August 2025 Perspective
  • 1 month ago

From trade policy to the Fed extending its rate cutting pause, we’re taking a pulse on how the markets and economy are responding.

By Manning & Napier In Macro
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Top 5 Takeaways from the 2025 Giving USA Report
  • 1 month ago

The data is in – giving totaled $592.5 billion in 2024. The good news? Donor confidence is high and giving is growing. The even better news? Your organization can grow with it. Here's how to turn t...

By Manning & Napier In Sustainability
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2025 Mid-Year Outlook​ Webinar for Financial Professionals
  • 1 month ago

​​Our analysts shared timely insights across the macro landscape—with a special focus on the Consumer sector, where changing spending patterns are creating both risks and opportunities. Watch now t...

By Manning & Napier In Portfolio Construction, Macro, Equities, Fixed Income
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What to Know About the One Big Beautiful Bill
  • 1 month ago

The tax landscape has changed—dramatically. The One Big Beautiful Bill Act brings sweeping reforms that will directly impact individuals, from capital gains and estate taxes to new rules for pass-t...

By Manning & Napier In Wealth Practice, Sustainability
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July 2025 Perspective
  • 2 months ago

Temperatures weren’t the only thing reaching highs in June – the S&P 500 and Nasdaq did too. We recap what happened and share our perspective.

By Manning & Napier In Equities
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What Your Investment Policy Statement Should and Shouldn't Include
  • 2 months ago

An investment policy statement plays an important role in managing your organization’s endowment or foundation. It acts as the roadmap for your investment decisions ensuring they align with your mi...

By Manning & Napier In Industry
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​Webinar for Individuals & Families: 2025 Mid-Year Outlook
  • 2 months ago

​It’s been a busy first half of 2025 with the Trump Administration back in office and new policies and proposals already shaping the economic landscape. But what does it all mean for the months ahead?

By Manning & Napier In Macro, Portfolio Construction
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Our 2025 Mid-Year Update
  • 2 months ago

Personal relationships allow us to understand your needs. We're here to help you save for the future, plan with confidence, and retire comfortably.

By Manning & Napier In Macro, Thematic / Megatrends
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