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

Mobile Data Traffic is Primed to Double by 2030

Mobile Data Traffic is Primed to Double by 2030

By Jimmy Caraluzzi | December 18, 2025

Since the arrival of smartphones, North America's appetite for mobile data has increased dramatically, and the proliferation of data-intensive applications and video streaming continues to drive robust and sustained growth. As highlighte…

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