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.

 

Manning & Napier's Financial Planning Services

Planning for the future can be overwhelming, but it doesn’t have to be. Regardless of your age or stage in life, our Family Wealth Management Team can work with you to develop a customized & comprehensive financial plan to help you reach your goals.

Our solutions go beyond investment products

Family Wealth Management

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. 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 continues to live 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 investment 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 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 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 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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