The Mutual Advantage

Fixed Income Specialists
Providing Stability in an Uncertain World

Learn More

The Mutual Advantage

Fixed Income Specialists
Providing Stability in an Uncertain World

Learn More

Enhanced Cash Short Duration Bond Strategic Income Short Duration High Yield Core Plus Bond High Yield Bond Balanced Income

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

Experience, Performance and Stability

36

Year Track Record as an Independent Business

$39.1B

Assets Under Management
as of 12/31/24

  • $29.0B Insurance
  • $2.0B Separately Managed Accounts and Pooled Vehicles
  • $8.1B Manager of Managers

 

        

 

37

Investment Specialists & Professionals

Thought Leadership & Market Insights

Why So (Interest Rate) Sensitive? January 16, 2025
2025 Economic & Market Outlook January 15, 2025
The “Good News is Bad News” Market Returns January 13, 2025
2024 Economic and Market Review January 10, 2025
CIO Mark Heppenstall Discusses Expectations for the Federal Reserve and Interest Rates in 2025 on Fox Business’ “Mornings With Maria” January 9, 2025
More Room to Run? January 9, 2025
Rising Treasury Yields Keep Pressure on the Fed January 6, 2025
PMAM Strategies Recognized as Top Performers Among Peers January 2, 2025

Read more

Portfolio Manager George Cipolloni Shares Outlook on Markets, Interest Rates and More on Schwab Network’s “Morning Trade Live”
By George J. Cipolloni III | January 17, 2025

Portfolio Manager George Cipolloni Shares Outlook on Markets, Interest Rates and More on Schwab Network’s “Morning Trade Live” Photo

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