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Manning & Napier history and highlights
Manning & Napier has been guiding clients toward their financial goals for more than four decades. Our independent, opportunistic style helps investors meet a wide variety of investment needs even in the most challenging environments.
COMING TOGETHER
Investment veterans Bill Manning and Bill Napier strike out on their own and partner to create Manning & Napier in April of 1970.
SURVIVING BEAR MARKETS
In the midst of a two-year bear market with a rise in inflation, price and wage controls, and an overpriced market, we had to add real value for our clients in order to survive and grow.
FOCUSED ON OUR CLIENTS
From the beginning, Bill Napier believed our commitment to client experience allowed us to build strong, long-lasting relationships with clients and partners, even in difficult environments.
THE FIRST BILLION
By 1983 our assets under management grew to $1 billion. Our disciplined stock selection strategies and our active management approach allowed us to manage risk through changing markets.
INNOVATIVE NEW PRODUCTS
In 1988 we introduced our first life cycle options for 401(k) plans, allowing people to pick their investment objective and delegate asset allocation decisions to an investment professional.
By 1993 Manning & Napier leads the life cycle pack – Pensions & Investments recognizes us as a pioneer in the life cycle space as larger mutual fund families begin to pursue the asset allocation trend.
THE MANNING RULE
Bill Manning helps to win a 1994 court decision by the Securities and Exchange Commission banning brokers from placing their firm's interest above the financial interests of a client. “The Manning Rule” reaffirms our longstanding position as advocates for investor protection.
DOT-COM BUBBLE
Our selective approach and disciplined focus on price help us avoid the excessive speculation of the historic dot-com bubble. Our clients are able to emerge from the fallout with their portfolios relatively unscathed.
UNDISCOVERED GEM
In 2009 Kiplinger calls Manning & Napier “an undiscovered gem,” praising our consistency, discipline, and team-based security selection.
Key executives, employees, and former employees reflect on 40 years of history and look forward to the future.
GOING PUBLIC
Manning & Napier is #1 on the Rochester Top 100, an annual list of Rochester’s fastest-growing private companies. The same year, we become a publicly traded company on the New York Stock Exchange under the symbol “MN".
We are majority owned by Callodine Group, an asset management platform with approximately $20 billion in assets under management as of September 30, 2022. Callodine's asset management subsidiaries target investment strategies across public equities, private credit, real estate and fixed income on behalf of their individual and institutional investor clients.
Advisory services provided by Manning & Napier Advisors, LLC (Manning & Napier). Manning & Napier Investor Services, Inc., an affiliate of Manning & Napier, is a member of FINRA.