Separately Managed Accounts

Our Separately Managed Accounts provide custom investment solutions for a variety of investors. With a minimum investment of $500,000 for most strategies, we help our clients determine their objectives and select the ideal risk management solution to help meet their needs.


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Equity Portfolios

To maximize returns over the long term through consistent participation in stocks and other equity instruments.

To capture investment opportunities in equity markets outside of the United States.

To provide competitive returns consistent with the broad equity markets while also providing a level of capital protection during sustained market downturns.

To provide competitive returns consistent with the broad equity markets while also providing a level of capital protection during sustained market downturns.

To provide competitive returns consistent with the broad equity markets while also providing a level of capital protection during sustained market downturns.

To provide competitive returns consistent with the broad equity markets while also providing a level of capital protection during sustained market downturns.

To maximize returns over the long term through consistent participation in both U.S. and non-U.S. equities and other equity instruments.

To provide long-term growth of capital by investing in U.S. and non-U.S. companies that exhibit quality factors such as business stability, consistent profitability, and positive environmental, social, & governance characteristics.

To maximize returns over the long term through consistent participation in U.S. equities and other domestic equity instruments.

To maximize returns over the long term through consistent participation in domestic equity securities with a focus on stocks with a market capitalization of $3 billion or more at the time of purchase.

Multi-Asset Class Portfolios

To manage against capital risk by reducing year-to-year volatility.

To provide long-term capital growth, with a goal of meeting the long-term needs of the portfolio. A secondary objective is to exceed the rate of inflation over the long-term. A third objective, much lower in priority than the other two, is moderation of volatility.

To achieve a high level of long-term capital growth comparable with that of the stock market.

To manage against capital risk by reducing year-to-year volatility while also seeking capital growth over the medium term.

To provide long-term growth, for the purpose of meeting future needs. A secondary objective is to preserve capital and dampen year-to-year volatility.

To reduce year-to-year volatility. The secondary objective is long-term capital growth.

To provide long-term capital growth with a secondary goal of dampening year-to-year volatility.

Long-term capital growth.

To manage against capital risk by reducing year-to-year volatility as well as long-term capital growth.

To generate income within a generally conservative risk profile. A secondary objective is to focus on long-term growth of capital.

To generate long-term growth of capital through market appreciation and income generation.

Fixed Income Portfolios

To maximize total return over a long-term time period (i.e., 10+ years) and preserve capital.

To maximize total return over an intermediate-term time period (i.e., 5-10 years) and preserve capital.

To maximize tax-exempt income over an intermediate-term time period (i.e., 5-10 years) and preserve capital.

To maximize tax-exempt income over a long-term time period (i.e., 10+ years) and preserve capital.

To maximize current income and minimize fluctuations in principal value.

Maximize current income and minimize fluctuations in principal value.

To maximize current tax-exempt income and minimize fluctuations in principal value.

For more information about the qualifications and business practices of Manning & Napier please see our Form ADV Part 2A. For more information about the qualifications and business practices of Rainier please see our Form ADV Part 2A - Rainier.

The Rainier International Small Cap Equity Strategy is managed by Rainier Investment Management, LLC, an affiliate of Manning & Napier Advisors, LLC, and is not available outside the U.S.


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