Truly Active Investment Management

You need a partner as active as you are. Our independent perspective, time-tested investment approach, and depth of experience allow us to pursue each day with an eye toward the future. In an ever-changing world, it’s important to be truly active.

Itx.MN.Funds.SelectFund

Mutual Funds

Itx.MN.Funds.SelectSMAFund

Separate Accounts

Choose A Separate Account

Product Spotlight

Learn more about our products and how to use them in your client portfolios.

Real Estate Series

Real Estate Series: Designed to Evolve with the Changing Real Estate Market

PDF Download »
Investment Outlook

Leverage our in-depth research and economic analysis to help educate and address your clients’ most critical concerns.

December 11, 2017

Year-End Tax Planning Tips

The uncertainty surrounding potential tax law changes has dominated headlines in the past few weeks. While the tax landscape for 2018 is still up in the air, we know what the laws are for 2017.

December 08, 2017

Monthly Outlook - December

In our last Monthly Outlook video of 2017, we look back at the year’s economic news and discuss where we might be headed in 2018.

December 07, 2017

December 2017 Perspective

The current bull market rolled on in the month of November as the S&P 500 kept rising, closing above 2,600 for the first time ever. The U.S. large-cap equity market is now up over 350% since the trough of the financial crisis, marking one of the longest bull markets in American history.

December 05, 2017

Would You Buy This Smart Beta Strategy?

Smart beta investing strategies are on a roll. As one of the fastest growing exchange-traded fund (ETF) categories, there are now nearly 700 available in the market. With the number of smart beta ETFs increasing every year, their surging popularity is grabbing investor attention...

Watch our Recent Webinar

How are current events, such as natural disasters, affecting the economy and markets? How much does the business cycle factor in? We discuss current topics of interest, as well as assess the current market backdrop and its potential impact on asset allocation decisions.

View Upcoming Webinars »
View all Webinar Recordings »
Resources

Access resources on a variety of timely topics including IRA rollovers, fiduciary best practices, cash balance plans, and more.

IRA Rollovers in a Post-DOL Rule World

The trends accelerated by the rule's issuance in 2016 are here to stay, regardless of the rule's fate. These industry trends have propelled the opportunity for advisors to promote their professional value in order to capitalize on IRA rollovers.

IRA Advisors’ Fiduciary Handbook

Download Now »

Communicating Steps of a Potential IRA Rollover

Download Now »

Exploring IRA Rollovers

PDF Download »

Retirement Planning: A Guidebook for Future Retirees

Request the Guidebook »

Required Minimum Distributions from IRAs – Frequently Asked Questions

View Article »
The Fiduciary Landscape

The Department of Labor’s Fiduciary Rule faces an uncertain future, but...

best practices in financial advising continue to evolve. Check out our resources on how to better understand responsibilities and how to actively manage fiduciary risk.

The Evolutionary Fiduciary

Learn More »

IRA Advisors’ Fiduciary Handbook

Download Now »
Cash Balance Plans

Cash balance plans are increasingly popular among business owners...

and professional service clients, offering an attractive tax shelter. We can help you understand the basics, identify strong sponsor profiles, and connect with qualified experts to bring these benefits to your clients.

What is a Cash Balance Plan?

View Article »

Investing Cash Balance Plan Assets

View Article »

Regulatory FAQs: Cash Balance Plans

View Article »

How to Start the Conversation

PDF Download »
International Investing

Today, if you are not investing in international companies, you may be...

missing a significant set of opportunities. Taking a truly active approach to global investing can help isolate those companies with the best potential for future success.

A Fresh Look at International Investing

PDF Download »

International Investing: Not as Foreign as You Think

PDF Download »
Active Management

A large percentage of active managers are, in fact, closet indexers...

They simply mimic a passive investment strategy and provide index-like returns, but with higher fees. Truly active managers outperform by
managing risk in environments when risk matters most.

Finding a Truly Active Manager

PDF Download »

Active vs. Passive Management on
Wisdom Wealth Radio

Listen »

Are Active Managers Doing Their Job?

View Article »

Evaluating the Merits of Active Management

View Article »
Risk Management

Although risk measurement tools are broadly used, it is important to use...

them in the proper context. Understanding the limitations of traditional risk measurement tools is crucial when managing risk in your clients’ portfolios.

Introduction to Risk Management

View Article »

Understanding Reinvestment Rate Risk
in Today’s Environment

View Article »

Why Managing Capital Risk is Important

View Article »

The Importance of Managing Inflation
Risk for Long-Term Investors

View Article »

Manning & Napier Advisors, LLC (Manning & Napier) provides a broad range of investment solutions including separately managed accounts, mutual funds and collective investment trust funds. For more information about any of the Manning & Napier Fund, Inc. Series, please click here to view the Series' prospectuses. Before investing, carefully consider the objectives, risks, charges and expenses of the investment and read the prospectus carefully as it contains this and other information about the investment company.

Manning & Napier provides investment advisory services to Exeter Trust Company (ETC), Trustee of the Manning & Napier Collective Investment Trust funds. The Collectives are available only for use within certain qualified employee benefit plans. The Manning & Napier Fund, Inc. is managed by Manning & Napier. Manning & Napier Investor Services, Inc., an affiliate of Manning & Napier, is the distributor of the Fund shares.

View our Territory Map

Contact Us (888) 825-4493