Building brighter futures
With an uncompromising focus on delivering innovative investment solutions, we strive to provide evolving, modern strategies that will enable investors to achieve their financial goals.
A Callodine Group company
We are backed by the strength and leadership of Callodine Group, an asset management platform specializing in yield-focused strategies.
Who we serve
We serve a broad spectrum of investors including Financial Advisors, Investment Consultants, Taft-Hartley plans, and institutions of all sizes.
When different is better
In 1970, industry veterans Bill Manning and Bill Napier joined forces in Rochester, NY to create Manning & Napier. They focused on building long-lasting relationships and making the best investment decisions for their clients, even when that meant going against the crowd.
In 1994, Bill Manning helped to win a court decision banning brokers from placing their firm’s interest above the client’s. FINRA Rule 5320, also known as “the Manning Rule,” reaffirms our legacy of independence and commitment to investor protection.
A culture of caring
We are dedicated to supporting the places we live and work through education, volunteerism, and community partnerships. We provide numerous programs that encourage our employees to support non-profit organizations that are vital to our communities. Some of the most impactful investments we can make are at the community level.
Our driving forces
Meaningful relationships. Bold initiative. Continuous growth. Whether it’s our clients or our employees, these values run deep throughout the firm. We believe that our people are our greatest asset, and we take care of them just like they take care of our partners.