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 over $43 billion in assets under management as of March 31, 2026, 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

30 Investment Specialists & Professionals
37 Year Track Record as an Independent Business
$43.1B Assets Under Management
  • $34.4B Insurance
  • $1.3B Pooled Vehicles
  • $7.4B Manager of Managers
As of March 31, 2026

Thought Leadership & Market Insights

Markets Remain Resilient

Markets Remain Resilient

By James G. Faunce | May 4, 2026

Despite the continued closure of the Strait of Hormuz, U.S. consumers have so far remained steady amid higher inflation pressures and rising gasoline prices. Recent results from Visa and Mastercard reinforced the view that household spen…

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