Your money. Your future. Our commitment.

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.

 

Caring for You & Your Investments

We understand that this is a challenging time for all, and market volatility can only add to your list of concerns. Staying the course may feel hard, but for long-term investors, remaining disciplined and active is as important as ever. In this webinar, we discuss what happened last quarter, what to expect next, and how we are taking care of your portfolios today in order to help you reach your goals for tomorrow.

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The SECURE Act and Your Retirement

At the end of 2019, the Setting Every Community up for Retirement Enhancement (SECURE) Act was signed into law, which has a significant impact on retirement planning strategies. With its passage, certain strategies that have been in place for years should now be reevaluated to ensure that they remain aligned with your goals.

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2020 Tax & Planning Guides

What's changed this year in taxes, medicare, long-term care, and social security? Our popular reference guides break down exactly what you need to know, complete with a special edition on the SECURE Act.

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Our solutions go beyond investment products

Family 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, 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 Trusts. 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. 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.

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


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