An Experienced Team Dedicated to Meeting Your Goals

Our solutions go beyond investment products. We offer our clients and partners comprehensive services and expertise in conjunction with separate accounts, mutual funds, and collective investment trusts in an effort to provide solutions that drive outcomes.

A Chartbook Designed for Institutional Investors

Members of our research team developed this comprehensive collection of compelling charts that present unique measures of economic and market activity, but go beyond what you’re seeing in today’s headlines. We hope you can use this as a resource to help you develop and maintain your economic and market outlook.

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Our solutions go beyond investment products

401(k) Plan Sponsors

Market environments can change dramatically over the length of a participant’s career. Protecting participant balances in tough times is critical, particularly in the plan’s QDIA. Our goal is to maximize outcomes while minimizing risk to help participants meet their retirement savings needs.

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Taft-Hartley Solutions

Taft-Hartley plans face a unique set of challenges. We have a deep understanding of those challenges and offer a broad range of investment solutions designed and managed to satisfy the demands of the Taft-Hartley community.

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Endowments & Foundations

We value our clients and recognize that the organizations they are a part of shape and support the communities in which they work and live. We work closely with our clients to offer value-added services that can help endowments and foundations better meet their goals and objectives.

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Defined Benefit Pension Plan Services

Pension plans are unique and require investment solutions tailored to their specific plan structure and liability characteristics. We evaluate the key factors that impact your plan and its objectives, and how the plan’s needs may evolve over time. Our valued-added services also include Plan Sponsor education on a variety of topics.

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Qualified Plan Design

Qualified plans are a time-honored method of helping businesses address the owners’ goals while providing meaningful benefits to employees, improving competitiveness, and helping shelter assets from creditors. Our retirement plan design and governance services can help improve the overall retirement-readiness of both business owners and employees.

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Trust & Custody Services

Combined with our extensive investment expertise, our affiliate, Exeter Trust Company, provides a suite of institutional custody and trust services. Through our client-centric approach, we are able to simplify our client’s asset administration with tailored solutions.

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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 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.

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Collective Investment Trust Funds

Our risk-based, target date, and asset class collective investment trusts are designed exclusively for qualified employee benefit plans.

View Our CIT 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.