The Mutual Advantage

Fixed-Income Specialists
Guiding with Confidence Through All Markets

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We are committed to serving the institutional marketplace by offering fixed-income investment solutions with client-focused services.

These solutions are accessible through separate accounts, sub-advisory relationships and various commingled vehicles.

With over $40 billion in assets under management as of February 28, 2025, we are dedicated to creating value through a prudent, thoughtful and rigorous investment decision-making process.

Our Firm & Culture

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Our tailored investment strategies incorporate a unified investment philosophy and process across the fixed income risk spectrum.

Experience, Performance and Stability

37 Investment Specialists & Professionals
36 Year Track Record as an Independent Business
$39.9B Assets Under Management
  • $29.8B Insurance
  • $2.3B Separately Managed Accounts and Pooled Vehicles
  • $7.8B Manager of Managers
As of March 31, 2025

Thought Leadership & Market Insights

Tariff Uncertainty Increases Pressure on the U.S. Consumer

Tariff Uncertainty Increases Pressure on the U.S. Consumer

By Jen Ripper | April 24, 2025

The U.S. consumer has been remarkably resilient over the past several years. Strong employment, along with higher household income bolstered by rising home equity and a strong stock market, has allowed Americans to keep up with their gro…

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