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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Watch now to discover smart retirement strategies and gain the confidence you need to step into your next chapter.

April 2025 Perspective
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How to Grow an Endowment: Lessons on Goal Setting and Asset Allocation
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This or That: Planning for Retirement
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When it comes to planning for retirement, many find themselves asking, “Is it better to do this, or that?”. While there is no one-size-fits-all way to navigate decisions that impact retirement, we’...

Global Equities: A Look into the Strong German Market
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US markets haven’t had the strongest start to the year, especially compared to their global counterparts. While US equities navigate the current tariff threats and subsequent volatility, the German...

What is Dollar-Cost Averaging?
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What To Do With Extra Cash
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March 2025 Perspective
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February may be a short month, but a lot can happen in a short amount of time. Get caught up on the markets and economy and how they’re influencing our outlook.

Mastering 2025 Tax Strategies
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Watch to discover last-minute planning opportunities for the 2024 tax season and gain insight into upcoming changes that will affect your 2025 taxes—along with proactive steps to help you “master”...