Manning & Napier
Manning & Napier offers asset and wealth management solutions, specializing in a range of investment vehicles and serving diverse clientele including individuals, institutions, and non-profits.
Services
Manning & Napier offers comprehensive asset management and wealth management solutions. Their services span across individual and family financial planning to institutional and non-profit financial management. They cater to financial professionals, institutions, non-profits, and business owners, providing an extensive array of investment solutions tailored to different client needs.
Investment Solutions
The company provides various investment solutions, including separately managed accounts, mutual funds, and collective investment trusts. In addition to core strategies, Manning & Napier offers specialized, quantitative, and alternative investments tailored to meet the unique needs of their clients.
Locations
Manning & Napier is headquartered at 290 Woodcliff Drive, Fairport, NY 14450. They maintain additional regional offices in Dublin, Ohio and St. Petersburg, Florida, allowing them to serve clients across different geographical locations.
Educational Resources
Manning & Napier hosts educational webinars and provides a range of insights and resources on various financial topics. These initiatives are designed to help clients stay informed and make better financial decisions. The company also publishes an annual publication called 'Impact', dedicated to non-profit organizations.
Affiliation with Callodine Group
Manning & Napier is part of the Callodine Group, an asset management platform that specializes in yield-focused strategies. This affiliation allows Manning & Napier to leverage Callodine Group's expertise and resources to enhance their own service offerings.