Our Separately Managed Accounts provide custom investment solutions for a variety of investors. With a minimum investment ranging from $250,000 to $500,000 for most strategies, we help our clients determine their objectives and select the ideal risk management solution to help meet their needs.
| Equity | ||||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Core Equity – Unrestricted | To maximize returns over the long term through consistent participation in stocks and other equity instruments. | |||||||||
| Core Non-U.S. Equity | To capture investment opportunities in equity markets outside of the United States. | |||||||||
| Disciplined Value – U.S. | To provide competitive returns consistent with the broad equity markets while also providing a level of capital protection during sustained market downturns. | |||||||||
| Disciplined Value – Unrestricted | To provide competitive returns consistent with the broad equity markets while also providing a level of capital protection during sustained market downturns. | |||||||||
| Global Equity | To maximize returns over the long term through consistent participation in both U.S. and non-U.S. equities and other equity instruments. | |||||||||
| Managed ETF Portfolio – All Equity | To maximize returns over the long term through consistent participation in equity markets. | |||||||||
| MN Rainier International Small Cap Equity | Long-term capital appreciation by investing primarily in common stock of small- to mid-capitalization companies located outside the U.S. | |||||||||
| U.S. Core Equity | To maximize returns over the long term through consistent participation in U.S. equities and other domestic equity instruments. | |||||||||
| Multi-Asset Class | ||||||||||
| Conservative Growth | To manage against capital risk by reducing year-to-year volatility. | |||||||||
| Equity-Focused Blend | To provide long-term capital growth, with a goal of meeting the long-term needs of the portfolio. A secondary objective is to exceed the rate of inflation over the long-term. A third objective, much lower in priority than the other two, is moderation of volatility. | |||||||||
| Equity-Oriented | To achieve a high level of long-term capital growth comparable with that of the stock market. | |||||||||
| Growth with Reduced Volatility | To manage against capital risk by reducing year-to-year volatility while also seeking capital growth over the medium term. | |||||||||
| Long-Term Growth | To provide long-term growth, for the purpose of meeting future needs. A secondary objective is to preserve capital and dampen year-to-year volatility. | |||||||||
| Managed ETF Portfolio – Conservative Growth | To reduce year-to-year volatility. The secondary objective is long-term capital growth. | |||||||||
| Managed ETF Portfolio – Equity-Focused Growth | To provide long-term capital growth with a secondary objective of exceeding the rate of inflation over the long-term. A third objective, much lower in priority than the other two, is moderation of volatility. | |||||||||
| Managed ETF Portfolio – ESG Long-Term Growth | To provide long-term capital growth through investing in ETFs with a higher standard of environmental, social, and governance principles. | |||||||||
| Managed ETF Portfolio – ESG Moderate Growth | To manage against capital risk and provide long-term capital growth through investing in ETFs with a higher standard of environmental, social, and governance principles. | |||||||||
| Managed ETF Portfolio – Income | To generate long-term growth of capital through market appreciation and income generation. | |||||||||
| Managed ETF Portfolio – Long-Term Growth | To provide long-term capital growth with a secondary goal of dampening year-to-year volatility. | |||||||||
| Managed ETF Portfolio – Maximum Growth | Long-term capital growth. | |||||||||
| Managed ETF Portfolio – Moderate Growth | To manage against capital risk by reducing year-to-year volatility as well as long-term capital growth. | |||||||||
| Strategic Income Tax-Exempt | To generate long-term growth of capital through market appreciation and income generation. | |||||||||
| Strategic Income Taxable | To generate long-term growth of capital through market appreciation and income generation. | |||||||||
| Fixed Income | ||||||||||
| Aggregate Fixed Income | To maximize total return over a long-term time period (i.e., 10+ years) and preserve capital. | |||||||||
| High Yield Bond | To provide a high level of long-term total return by investing principally in non-investment grade fixed income securities that are issued by corporate and government entities. | |||||||||
| Intermediate-Term Fixed Income | To maximize total return over an intermediate-term time period (i.e., 5-10 years) and preserve capital. | |||||||||
| Intermediate-Term Municipal Bond | To maximize tax-exempt income over an intermediate-term time period (i.e., 5-10 years) and preserve capital. | |||||||||
| Managed ETF Portfolio – All Fixed Income | To maximize total return (income plus capital appreciation) over the long-term with a secondary objective of capital preservation. | |||||||||
| Short-Term Fixed Income | To maximize current income and minimize fluctuations in principal value. | |||||||||
| Short-Term Government Fixed Income | Maximize current income and minimize fluctuations in principal value. | |||||||||
| Unrestricted Municipal Bond | To maximize tax-exempt income over a long-term time period (i.e., 10+ years) and preserve capital. | |||||||||
Please review Manning & Napier’s Wealth Management Form ADV Part 2A and/or Asset Management Form ADV Part 2A, and our Customer Relationship Summary (Form CRS) for important information about qualifications, business practices and services offered, fees and expenses, conflicts of interest, etc.
For more information about the qualifications and business practices of Rainier please see our Form ADV Part 2A - Rainier.
The Rainier International Small Cap Equity Strategy is managed by Rainier Investment Management, LLC, an affiliate of Manning & Napier Advisors, LLC, and is not available outside the U.S.