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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.
Featured
Annual Outlook: Setting the Stage for the Next Act
Download our 2023 Outlook to get a closer look at our views on the state of the global economy, what to expect from the economy, stock market, and bond market in the year ahead, and how it will impact your practice and your clients.
2023 Quick Reference Guides
Taxes, Medicare, and Social Security are complex and ever‑changing, so we've created free guides with all the info you need, all in one place. Request copies customized with your logo, too.
Resources for our partners
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.
Endowments & Foundations
The charitable sector represents an opportunity for you to diversify your revenues and grow your practice while also positively impacting your community and economy.
QDIA, Risk Based & Target Date Resources
Fiduciaries have increasingly adopted Qualified Default Investment Alternatives (QDIAs) because they provide important protections. However, due diligence requires an ongoing review of alternatives, their differences, and the unique needs of each plan. If you would like to learn more about effectively utilizing a QDIA let's schedule a call.
Collective Investment Trust Education
Collective Investment Trusts (CITs) are gaining traction in qualified retirement plans due to increased transparency, pricing benefits, and fiduciary protections. If you’d like to learn more, schedule a call with one of our retirement specialists.
Education for you
Collective Investment Trusts – An Important Fiduciary Consideration
Education for your clients
Products with an active approach
Separately Managed Accounts
Our Separately Managed Accounts provide custom solutions for a variety of investors. With a minimum investment of $250,000 for most strategies, we help our clients determine their objectives and select the ideal risk management solution to help meet their needs.
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.
Collective Investment Trust Funds
Our risk-based, target date, and asset class collective investment trust funds are designed exclusively for qualified employee benefit plans.
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.