Investing for a Changing World

Today’s changes are tomorrow’s opportunities

We constantly monitor the global investment landscape and deliver our unique perspective directly to you.

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Investment solutions designed to meet your specific goals

Individual Investors

Management services for individual investors looking for Separately Managed Accounts or Mutual Funds

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Institutional Investors

Customized investment strategies for organizations, including Endowments, Foundations, Defined Benefit Plans, and Pension Plans

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Financial Advisors

Investment management services for Financial Advisors and Investment Consultants

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Retirement Plan Advisors

Investment management services for Retirement Plan Advisors and Investment Consultants

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Investment insights to guide you through today’s financial realities

Prosper, Volume Two

Our Family Wealth Management team is committed to helping people navigate the complexities and uncertainties that exist when preparing financially for their futures.

In Prosper, we address a diverse range of planning challenges to ensure your legacy lives on, including useful information on retirement planning, investing, estate planning, charitable giving, insurance, taxes, and so much more.

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Recent Insights

  • June 19, 2019

    The Fed Has Its Work "Cut" Out

    The Federal Reserve is meeting today, amid widely-held expectations that they will be cutting interest rates over the next 12-18 months. Typically, the Fed lowers rates to spur growth in the face of a slowdown. In fact, it has been more than 20 years since they have cut rates outside of what …
  • June 17, 2019

    The Trend to Associate Boards

    Non-profits are under constant pressure to secure funds that help fulfill organizational goals. It is important to adapt giving strategies and traditional governance structures to stay on track, not only now, but also in the future.
  • June 06, 2019

    Changing the Vacation Game

    At Manning & Napier, our traditional strategies invest in specifically-selected stocks and bonds. Because we pick individual securities, we often get questions about why we bought or didn’t buy a given stock. Every stock we buy fits into one of our three time-tested stock selection strategies. …
  • June 04, 2019

    June 2019 Perspective

    After a strong first four months of the year, global stocks took a step back in May due to worsening geopolitics and trade tensions on several fronts. The US stock market fell 7% for the period.