Building brighter financial futures

We serve a broad array of clients including individual investors, financial advisors, Taft-Hartley plans, small businesses, institutions of all sizes, and non-profits.

Your financial goals, meet our tailored solutions

However you define success, our investment and financial planning solutions are designed to help you get there.

Protecting wealth in a changing world

Create a desirable portfolio with market research, expert advice, and objective-based solutions available at your fingertips.

When your mission is our mission

As a non-profit organization, you need to meet financial goals to make your mission possible. Our dedicated services are here to support you.

Elevate portfolios with active strategies

Strategic investments, comprehensive services, and expertise that drives outcomes all bundled into one solution.

Peace of mind and a blueprint for success

Business owners have unique and complex needs. The right advisor makes identifying opportunities easier – especially when they can offer a custom solution.

True partnership and years of experience

The Taft-Hartley space demands dedicated solutions. With relationships dating back more than four decades, we’ve seen it all.

Building stronger communities

Take a sneak peak into life at Manning & Napier and the ways our employees contribute to the areas they live and work.

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