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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What to Know About the One Big Beautiful Bill
  • 5 days 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
  • 15 days 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
  • 20 days 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
  • 21 days 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
  • 1 month 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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Creating the Perfect Wealth Management Team
  • 1 month 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 Industry, Macro, Thematic / Megatrends
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June 2025 Perspective
  • 1 month ago

After another chaotic month in politics, economics, and markets, we’re taking a step back to understand what it means for investors.

By Manning & Napier
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​The Income Edge: Unlocking Value in Today’s Equity Income Landscape​
  • 1 month 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, Equities, Thematic / Megatrends
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6 Ways to Keep Your Financial Plan on Track this Summer
  • 1 month ago

We’re nearing the halfway point of 2025 – is your financial plan still on track? As the market and economy evolves and new policies emerge, now’s the perfect time to revisit your financial plan. In...

By Manning & Napier
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