Asset Management
Delivering value, always

Discover what happens when you combine an active, independent approach with a disciplined investment process.
Solutions For
Investments
Wealth Management
Wealth management doesn't stop at investments

Protect your wealth with planning, investments, and advice all in one place.
Solutions For
Investments
Investments
Award Winning Investments

Explore our actively managed investment solutions. In addition to our time-tested core strategies, we offer specialized, quantitative, and alternative investments to round out your portfolios.
- Our Investment Philosophy
- Awards & Recognition
Strategies
Insights & Resources
About Us
Building brighter futures

With an uncompromising focus on delivering investment and wealth management solutions, we strive to provide evolving, modern strategies that will enable people and organizations to achieve their financial goals.
- About Us
- Callodine Group
Our Firm
Connect with Us
- Webinars & Events
- Careers
Contact Us
Login
For Individuals

Please choose from the account login options below.
We no longer provide a dedicated portal for Separately Managed Accounts. If you need assistance setting up your new login or have questions about how to access your account information, please contact us.
For Financial Professionals

If you need help accessing your account, or haven’t set up online access yet, please contact your service team or call us at (800) 551-0224.
- Login
- Exeter Trust Company

Spencer is available to research and answer any technical questions regarding your relationship. He will also act as a liaison for in-depth problem-solving and resolution, and will ensure the seamless administration of your accounts.

Spencer joined Manning & Napier in 2026.

Contact Spencer

soffredo@manning-napier.com
Phone: (216) 545-7350

Connect

Meet the Team

Alex Sterba, CFP®

Financial Consultant

Margaret Jeffries, CFP®

Wealth Management Consultant

Robert Conrad

Senior Financial Consultant

Search

Our team would be happy to answer any questions you may have. If you would like to connect, simply contact us or schedule a call.

Connect with Us

Please fill out the form below and we’ll contact you. We look forward to speaking with you about how we can help meet your needs.

Subscribe to our Insights

You can update your email preferences at any time.

Sign up to receive the latest financial planning and investment tips and news.

View all Preferences

Spencer Offredo