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.

 

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.

Learn more

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 lifestyle, target date, and asset class collective investment trust funds are designed exclusively for qualified employee benefit plans.

View Our CIT Funds

Timely economic commentary

  • February 13, 2020

    Perspective On Tesla's Wild Stock Move

    Update: On Thursday morning, February 13, Tesla did in fact announce that in order to “further strengthen its balance sheet,” they will be offering up to $2 billion in new shares. Perspective on Tesla's Wild Stock Move It has been a wild ride for Tesla investors over the past six months. The …
  • February 06, 2020

    Webinar: Important Tax, Savings, & Benefit Updates For 2020

    Every new year brings changes to tax laws, Social Security benefits, healthcare, and more. Some of this important information can be difficult to locate or understand which can make creating a comprehensive plan challenging. Additionally, the passage of the SECURE Act at the …
  • February 03, 2020

    February 2020 Perspective

    Scares Send Stocks South Global stock markets kicked off the 2020s with small losses in January as a series of out-of-left-field risks dented investor enthusiasm. The most recent issue is the Coronavirus outbreak (more on that below), but concerns over US-Iranian relations, internal US …
  • January 30, 2020

    3 Health Care Controversies and a Word on the Coronavirus

    Drug pricing, hospital fees, and the rising cost of health care are major hot button issues in 2020. Unsurprisingly, these issues frequently intersect with litigation and political policy. Staying up-to-date on the latest updates is critical to our investment process. Below, we’ve shared our …

Resources on a variety of current topics

 

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.

Learn more

 

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.

Learn more

 

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.

Learn More

Manning & Napier Advisors, LLC (Manning & Napier) provides a broad range of investment solutions including separately managed accounts, mutual funds, and collective investment trust funds. For more information about any of the Manning & Napier Fund, Inc. Mutual Fund Series, view the Series' prospectuses. For complete information about each Series or for information on purchasing shares, you may also obtain a prospectus from the Manning & Napier 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.

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.

The Manning & Napier Fund, Inc. (the Fund) is managed by Manning & Napier. Manning & Napier Investor Services, Inc. (MNBD), an affiliate of Manning & Napier and ETC, is the distributor of the Fund shares.

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

Manning & Napier Investor Services, Inc. (MNBD) is a member of FINRA. The Rainier International Discovery Fund is managed by Rainier Investment Management, LLC, an affiliate of Manning & Napier Advisors, LLC and MNBD.


Loading...