Callodine Wealth Solutions (“CWS”) brings specialized investment expertise to the wealth management community through a range of differentiated solutions across public and private markets. We provide financial advisors with the investment capabilities and resources to navigate evolving markets and help clients pursue their investment objectives.
Access differentiated investment strategies across public and private markets, spanning traditional investments and specialized alternative income strategies.
Market perspectives, educational resources and thought leadership designed to deepen understanding and inform client conversations.
A relationship-focused team dedicated to understanding your needs and helping you serve your clients, with direct access to experienced investment teams across the Callodine platform.
Beyond Investments—Advisor Resources & Insights
Equipping advisors with the insights and resources to stay informed and engage their clients with confidence.
Advisor Resources:
● Market insights
● Educational webinars and CE opportunities
● Due diligence materials (at request)
Dedicated Advisor Partnership & Support
A dedicated relationship team, backed by direct access to experienced investment professionals. Connect with our team to learn how CWS can support you and your clients.
Backed by the Callodine Platform
Callodine Group is an asset management platform with over $20 billion in assets under management across affiliated advisers. The Callodine Platform seeks to pursue predominantly income-oriented investment strategies with high cash yields that offer the potential for equity-like returns. Callodine's specialized and dedicated investment teams target strategies across private credit, real estate credit, public equities, and fixed income on behalf of institutional and individual investors.
Unless otherwise noted, data is as of 12/31/2025. Callodine Wealth Solutions is a brand of Manning & Napier, an SEC registered investment advisor. Securities offered through affiliate, Manning & Napier Investor Services, Inc., member FINRA.