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

​The Income Edge: Unlocking Value in Today’s Equity Income Landscape​
  • 6 days 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.

6 Ways to Keep Your Financial Plan on Track this Summer
  • 9 days 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...

Tax Reform Updates: Breaking Down the “One Big Beautiful Bill”
  • 9 days ago

Tax reform isn’t coming. It’s already here and shifting in real time as Congress negotiates what stays, what fades, and what quietly gets reshaped in the process. We recap what’s currently being pr...

The Latest on Tariff Policy & Market Impact
  • 14 days ago

What’s the impact of the latest tariff deals with the UK and China? We share our views on the state of tariffs.

3 Costly Estate Planning Mistakes You Want to Avoid
  • 23 days ago

An estate plan is non-negotiable. It protects your legacy and fulfills your wishes. Yet, common pitfalls can have huge implications – is your plan making these mistakes?

May 2025 Perspective
  • 28 days ago

Since President Trump announced his new tariff policy, global markets have been on a rollercoaster. With the headlines piling up, we’re stepping back to examine what we actually know — and what rem...

How to Cultivate Relationships to Create Your Best Donors
  • 29 days ago

Can you guess how to cultivate a potential donor by identifying which giving strategies are most appropriate for their situation? Meet Joe, Inez, and Rita to see if you’re right.

The Investing Potential of the Next Decade
  • 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.

Expanding Your Investment Palate
  • 1 month ago

In the world of luxury watches, bags, art, and collectibles, the term “investment piece” is often used as a selling point. Are they actually investment pieces? Today, we’re exploring alternative in...