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You’ve worked hard to build a future for you and your family. Now, let us work hard to protect it and help you meet your long-term goals.

The Essential Financial Planning Magazine

Our third edition of Prosper covers common and complex financial planning topics that matter most today, including estate planning, investment themes, paying for college, trusts, recent legislation, retirement planning, and much more.

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Answering Your Questions for the Rest of 2020

Have questions about the markets, investing, or what the second half of the year may hold? Our latest post dives into some of the most frequently asked questions on our midyear outlook.

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Staying on Track in a Runaway Market

The market has done a full circle in just six months’ time, and you might be wondering “what do I do with my money now?”. Our 2020 Mid-Year Outlook tackles this question, provides insights on the market, and highlights our strategy for navigating a post-pandemic world.

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Our solutions go beyond investment products

Wealth Management

We will construct a comprehensive plan and collaborate with the various advisors overseeing your total financial health, allowing you to focus on the parts of life you truly enjoy.

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Exeter Trust Company

Combined with our extensive investment expertise, our affiliate, Exeter Trust Company, provides an integrated multi-generational approach to meeting your financial goals. You’ve spent many years building your wealth, and now you can ensure that it lives on in a way that is aligned with your goals and values.

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Products designed to meet your specific goals

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 meet their needs.

Separate Account Strategies

Mutual Funds

We manage a variety of mutual funds varying from life cycle 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

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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