Manning & Napier, Inc., a publicly traded entity, functions as an investment management specialist. It extends its financial services to both high-net-worth individuals and a wide array of institutional bodies, such as 401(k) programs, pension funds, Taft-Hartley plans, endowments, and charitable foundations. The firm expertly crafts and oversees distinct equity and fixed-income portfolios, tailored specifically for its diverse clientele. Their investment activities are primarily concentrated within the public stock and bond markets throughout the United States. To build these portfolios, the company employs a robust fundamental analysis methodology, integrating both "bottom-up" and "top-down" strategies for selecting securities. Established in 1970, Manning & Napier is based in Fairport, New York, and also maintains offices in Dublin, Ohio; St. Petersburg, Florida; and Chicago, Illinois.