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.

Cash Balance Plans

Cash balance plans can be an attractive tax shelter. If you'd like to learn more about how cash balance plans can benefit your small business owner or professional service clients let's schedule a call.

Related Articles

Regulatory FAQs: Cash Balance Plans

What is a Cash Balance Plan?

Profit Sharing Allocation Methods - The Better Part of Discretion

 

Watch our on-demand webinar to learn about cash balance plans, which businesses should consider a cash balance plan, how cash balance plan assets should be invested, and how we can help.

Separately Managed Accounts

Our Separately Managed Accounts provide custom 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.

Separate Account Strategies

Mutual Funds

We manage a variety of mutual funds ranging from lifecycle funds, to U.S. and non-U.S. stock funds, to taxable and tax-exempt bond funds. Most funds are available in all states with a minimum investment of $2,000.

View Our Funds

Collective Investment Trust Funds

Our risk-based, target date, and asset class collective investment trust funds are designed exclusively for qualified employee benefit plans.

View Our CIT Funds

Timely economic commentary

  • August 06, 2020

    Qualified Plans for Owner-Only S-Corporations

    Leverage a $50,000 W2 into a $179,000 retirement allocation S-Corporations (S-Corps) that are consistently and highly profitable (e.g. $350,000+/year in earnings) can leverage a relatively small annual W2 salary to minimize self-employment taxes and maximize qualified plan contributions by …
  • August 03, 2020

    August 2020 Perspective

    Back in Black US equities continued rallying in July as investors shrugged off weak economic data, political gridlock, and worsening COVID-19 virus trends. The move higher extends what has already been a historic rebound. As of the end of the month, the S&P 500 is now positive year-to-date and …
  • July 31, 2020

    Aggregates: Beating the Construction Cycle

    The construction industry hasn’t been immune to the widespread damage caused by the Coronavirus pandemic. Projects have been on hold for months, planned jobs cancelled, and a lot of uncertainty remains when it comes to the future. Fewer projects mean less need for the raw materials involved in …
  • July 16, 2020

    Answering Your Questions for the Rest of 2020

    The first half of 2020 has been a dizzying ride. Investors were faced with both a massive market selloff and an unrelenting market rally in the same six months, all against the most uncertain market backdrop in a century. During last week’s outlook webinar, we attempted to make sense of all …

Resources on a variety of current topics

 

Published March 2019

Disciplined Value Series

We re-define “value portfolio” in this strategy by using a systematic, but flexible approach. This allows us to actively find areas of the market that are offering superior dividends and valuations, which has historically driven favorable risk-adjusted returns and meaningful downside risk management.

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Published April 2018

High Yield Bond Series

Despite today's low-yield environment, many investors will still need to look to fixed income for income generation, growth, and diversification. The low correlation to equities and other fixed income asset classes make high yield bonds an attractive option.

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Published June 2017

Rainier International Discovery Series

Small, well-run companies exist all over the world providing investors with dynamic growth potential and attractive investment opportunities. Despite this, international small cap equities remain underinvested and largely overlooked. Investors should view this as an opportunity. We believe there are unique benefits to weigh when considering an allocation to international small cap equities.

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Published July 2016

Real Estate Series

A history of low dividend payout ratio, favorable relative yield, and attractive valuations have driven many advisors to consider REITs as a solution that can provide diversification and income generation in today's environment.Watch this Product Spotlight to learn more about our truly active and diversified solution.

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Manning & Napier Advisors, LLC (Manning & Napier) provides a broad range of investment solutions including separately managed accounts, mutual funds, and collective investment trusts. For more information about any of the Manning & Napier Fund, Inc. Mutual Fund Series, including information on purchasing shares, view the Series' prospectuses. You may also obtain a prospectus from the Fund by calling 800-466-3863. 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.

The Manning & Napier Fund, Inc. (the Fund) is managed by Manning & Napier Advisors, LLC (Manning & Napier). Manning & Napier Investor Services, Inc. (MNBD), an affiliate of Manning & Napier, is the distributor of the Fund shares. Manning & Napier has contracted Rainier Investment Management, LLC, an affiliate of Manning & Napier and MNBD, to sub-advise the International Discovery Series..

For more information about Manning & Napier and MNBD’s qualifications and business practices please review our Customer Relationship Summary (Form CRS).

Check the background of Manning & Napier Investor Services, Inc. on FINRA's BrokerCheck

Manning & Napier Advisors, LLC (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.

Mutual Funds and Collective Investment Trusts are not available outside of the U.S.


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