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 $42 billion in assets under management as of November 30, 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

28 Investment Specialists & Professionals
36 Year Track Record as an Independent Business
$42.0B Assets Under Management
  • $32.6B Insurance
  • $1.3B Separately Managed Accounts and Pooled Vehicles
  • $8.1B Manager of Managers
As of November 30, 2025

Thought Leadership & Market Insights

Best of 2025: Top Chart of the Week Posts

Best of 2025: Top Chart of the Week Posts

By Jennifer Haaz | December 30, 2025

Throughout 2025, our team of investment professionals has remained dedicated to conducting thorough research and analysis of the trends shaping today’s financial markets. Each week, we have shared these perspectives through our Cha…

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