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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Individual Investors

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

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Investment insights to guide you through today’s financial realities


Manning & Napier's Guide to Financial Planning

We recognize that every financial situation is unique and the planning process can be complex, so our team of experts have created Prosper, a magazine full of useful financial planning information that's beneficial for the whole family. In this innaugural issue we cover a wide varitey of planning topics such as retirement planning, estate planning, investing, and so much more.

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Recent Insights

  • January 17, 2019

    Biotech Starts Strong in 2019

    Amid volatility and drug pricing rhetoric, stock prices of pharmaceuticals and biotech companies trailed the market in 2018. Two weeks into 2019, however, biotech is enjoying its best-ever start to a year. We have found the sector attractive for some time due to strong fundamentals and high …
  • January 16, 2019

    Understanding ETFs

      From the S&P, to IPOs, to ROI – all of these acronyms can be confusing, for even the savviest investor. With ETFs continuing to make headlines, we sit down with Darin Leone, Portfolio Strategist, to walk investors through the ETF basics. Learn more about Manning & Napier's …
  • January 03, 2019

    Semi-Annual Outlook: Sorting Through the Warning Signs

    2018 was far more volatile than recent years, and we still see several key risks facing markets that are unresolved today. In our newest Semi-Annual Outlook, we lay out our concerns for financial markets and provide our perspective on what to expect in 2019.
  • January 02, 2019

    January 2019 Perspective

    It Was a Volatile Month The past month was challenging for many investors. US financial markets experienced their most significant bouts of volatility since the Global Financial Crisis. US stocks closed the month lower, culminating a weak fourth quarter, with equities falling from all-time …