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 management services for Financial Advisors and Investment Consultants

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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

  • July 12, 2018

    Semi-Annual Outlook: Investing With Conviction

    While the economy may be on firmer ground, navigating volatile financial markets will remain challenging. In our newest Semi-Annual Outlook, we provide our perspective on what to expect in the second half of 2018 and where we see opportunity. Get your copy today »
  • July 06, 2018

    How A Custom Portfolio Can Help Non-Profits Achieve Their Mission

    Case studies are a great way for endowments and foundations to learn about what works for similar organizations. This post focuses on a common problem many organizations face: How should an investment portfolio be managed to help achieve its goals? Details of this particular case study could …
  • July 02, 2018

    July 2018 Perspective

    Trade Tensions Heat Up It appears increasingly likely that Chinese President Xi Jinping will attempt to match President Trump blow for blow after the Trump Administration announced plans to go ahead with initial tariffs on $50 billion worth of Chinese goods. China responded by declaring …
  • June 28, 2018

    Fiscal Misspending?

    Gradual economic progress since the financial crisis has eventually brought the US to more firm footing. Labor markets have strengthened, capital spending and business investment are more robust, overall economic activity has improved, and inflationary pressures are building. Concurrently, the …