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
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

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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