Manning & Napier, Inc. is an independent investment management firm that provides our clients with a broad range of financial solutions and investment strategies. Founded in 1970 and headquartered in Fairport, New York, we serve a diversified client base of high-net-worth individuals and institutions, including 401(k) plans, pension plans, Taft-Hartley plans, platforms, endowments and foundations. Our investment strategies offer equity, fixed income and a range of blended asset portfolios by employing traditional and quantitative approaches.
Since our inception, our objective has been to create and develop deep client relationships, allowing us to understand our client's financial needs and objectives. Our goal is to provide comprehensive solutions, high-touch service, and attractive investment strategies in today's ever-changing financial marketplace.
Initially, this approach helped us build a client base of high-net-worth individuals, small business owners and middle market institutions using separately managed accounts, and we maintain these relationships in many targeted geographic regions. Over time, we were able to expand on this foundation with additional strategies and solutions, including the use of mutual funds and collective investment trusts to serve larger institutions, defined contribution plans, and unions as well as those clients that may utilize investment consultants or other intermediaries.