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

Protect your wealth with planning, investments, and advice all in one place.
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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.
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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.
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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.
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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.
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Dawn is available to research and answer any technical questions regarding your relationship. She will also act as a liaison for in-depth problem-solving and resolution, and will ensure the seamless administration of your accounts.

Contact Dawn

dnovak@manning-napier.com
Phone: (585) 450-2580

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Meet the Team

Brian Rice, CRPS®

Relationship Manager

Douglas Hilfiker

Senior Financial Consultant

Rebecca Galliford, CFP®

Financial Consultant

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Dawn Novak, ChFC®