Manning & Napier Advisors

Overview

Manning & Napier Advisors is an investment management firm headquartered in Fairport, New York, providing a broad spectrum of investment solutions, including separately managed accounts, mutual funds, and collective investment trusts. With over 50 years of experience, the firm serves a diverse client base, including individual investors, financial advisors, Taft-Hartley plans, small businesses, institutions, and non-profits. Their investment offerings encompass fixed income, equity, multi-asset class, and alternative investments, catering to various client needs and objectives. The firm's investment strategy focuses on delivering value through an active, independent approach combined with a disciplined investment process. They offer a variety of U.S. and non-U.S. equity, fixed income, ETF-based, and multi-asset class strategies. Manning & Napier Advisors serves a diversified client base of high-net-worth individuals and institutions, including 401(k) plans, pension plans, Taft-Hartley plans, endowments, and foundations. For many of these partners, their relationship goes beyond investment management and includes customized solutions that address key issues and solve client-specific problems. Manning & Napier Advisors is committed to building brighter financial futures by providing evolving, modern strategies that enable people and organizations to achieve their financial goals. They are dedicated to supporting the places they live and work through education, volunteerism, and community partnerships. The firm is backed by the strength and leadership of Callodine Group, an asset management platform specializing in yield-focused strategies.