MANNING & NAPIER, INC.
FAIRPORT, NY

Manning & Napier, Inc., a renowned firm headquartered at 290 Woodcliff Drive in Fairport, NY with additional mailing addresses in Broward County, Florida, and Delaware as its home state, has cemented itself as an industry leader by consistently outperforming the Standard & Poor’s 500-stock index over an 11-year streak from 1999 to 2010. This achievement was recognized by The Wall Street Journal for demonstrating exemplary performance under diverse market conditions. During a period of excessive speculation in the tech bubble, Manning & Napier's disciplined focus on pricing and selective investment strategies helped its clients maintain stability with minimal fallout. Established over 45 years ago, the firm has remained dedicated to client-focused solutions, whether aiding nonprofits with endowments or assisting individuals in achieving dignified retirement. This unwavering commitment is reflected in its ranking as #1 on the Rochester Top 100 list of fastest-growing private companies before transitioning into a publicly traded entity listed on the New York Stock Exchange under the symbol 'MN'. Under the leadership of key executives, including Marc Mayer (Chief Executive Officer), Paul Battaglia (CFO), and Sarah C. Turner serving as Secretary, Manning & Napier, Inc. continues to adapt its strategy to meet evolving market conditions. With offices across multiple states and phone contacts available for comprehensive client support, the firm upholds a reputation of integrity and performance, reinforced by their affiliation with advisory services through Manning & Napier Advisors, LLC and investor services from Manning & Napier Investor Services, Inc., both complying as members of FINRA. Their approach to contemporary market risks includes strategies like Disciplined Value - U.S. focusing on positioning portfolios for uncertain future cycles while capitalizing on buying opportunities amid recent volatility. Manning & Napier's latest annual report was filed on April 4, 2024, under the company type For-Profit Corporation (FORP), registered with a filing number of F12000004981.