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Today’s changes are tomorrow’s opportunities
We constantly monitor the global investment landscape and deliver our unique perspective directly to you.
Investment solutions designed to meet your specific goals
Individual Investors
Management services for individual investors looking for Separately Managed Accounts or Mutual Funds
Institutional Investors
Customized investment strategies for organizations, including Endowments, Foundations, Defined Benefit Plans, and Pension Plans
Financial Advisors
Investment management services for Financial Advisors and Investment Consultants
Retirement Plan Advisors
Investment management services for Retirement Plan Advisors and Investment Consultants
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.
Recent Insights
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June 24, 2019
Webinar: Fi360 ETF - Income
Originally published in June 2019. Yield data noted within is as of 06/20/2019. Past performance does not guarantee future results. Client needs for income oriented portfolios can pose a range of challenges to advisors. Reach for yield and take on more portfolio risk? Take … -
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. …