Manning & Napier’s Separate Account Management services provide customized investment solutions for a variety of clients including both institutional and individual investors.

The minimum investment for Separate Account Management Services is $500,000 per account.

Our investment professionals help clients select from multiple portfolio approaches that are designed to find a risk management solution for any investment objective. Manning & Napier’s investment approach incorporates both top-down macroeconomic analysis, and bottom-up individual security analysis, creating a system of checks and balances for each portfolio’s positioning.

Each portfolio is built and managed separately to balance specific investment objectives with the current market environment. Portfolios are positioned over time as buying opportunities arise, rather than forcing stocks into the portfolio without regard to current market conditions. In addition, Manning & Napier creates a written Statement of Investment Objectives for each client, covering issues such as risk tolerance, goal setting, and performance measurement.

If you are interested in a separately managed portfolio with Manning & Napier, please contact us.