Manning & Napier provides a broad range of investment solutions, including separately managed accounts, mutual funds, and collective investment trust funds, along with consultative services complementing their investment process. They cater to individual and institutional clients and offer tailored solutions beyond investment management.
1970
Part of the Callodine Group, an asset management platform specializing in yield-focused strategies.
Focus on risk management alongside returns, utilizing dynamic asset allocation and fundamental research to manage risks effectively.
Seattle, Wa, United States
About
Mission
To build brighter financial futures by offering comprehensive wealth management services that protect and grow clients' wealth through tailored investment strategies.
Values
Meaningful relationships, bold initiatives, and continuous growth.
Participant Demographics
Serving individual investors, financial advisors, 401(k) plans, pension plans, Taft-Hartley plans, endowments, foundations, small businesses, and non-profits.
Track Record
Notable Achievements
Awards such as Refinitiv Lipper Fund Awards and Barron’s rankings for superior performance.
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Seattle, Wa, United States
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