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 $41 billion in assets under management as of June 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

32 Investment Specialists & Professionals
36 Year Track Record as an Independent Business
$41.2B Assets Under Management
  • $30.8B Insurance
  • $2.3B Separately Managed Accounts and Pooled Vehicles
  • $8.1B Manager of Managers
As of June 30, 2025

Thought Leadership & Market Insights

Equities Hitting New Highs

Equities Hitting New Highs

By Scott Ellis | July 21, 2025

The S&P 500 Index hit new highs last week, with that momentum continuing this morning as equities and rates rally.1 The news flow appeared to be in the summer doldrums over the weekend, as headlines were light. One signifi…

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