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

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Investment management services for Retirement Plan Advisors and Investment Consultants

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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

  • October 10, 2018

    Man vs. Machine

    From robots and the algorithms that run them to 3-D digital printing, industrial automation is spreading to more businesses than ever before. Industrial automation is expanding from traditional markets such as automobile manufacturing and semiconductor production to new markets such as …
  • October 04, 2018

    Why Aretha Franklin’s Lack of An Estate Plan is a P-R-O-B-L-E-M

    Following in the footsteps of other famous musicians including Prince, Michael Jackson, Jimi Hendrix, Kurt Cobain, and Bob Marley, Aretha Franklin passed away without an estate plan. As a result, rather than personally making decisions about the distribution of her estimated $80 million estate, …
  • October 03, 2018

    Foundations

    In our second edition of Foundations we take a deep dive into retirement planning tips and tricks, the current bull run, and the effects of the steel and aluminum trade tariffs. Download your copy »
  • October 01, 2018

    October 2018 Perspective

    Rising Risks Demand Change US stocks remained near all-time highs during September as the market shrugged off rising global risks that continued to escalate. Worsening threats to financial markets include a full-blown trade war developing, China slowing more than expected, and political …

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