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 August 31, 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

29 Investment Specialists & Professionals
36 Year Track Record as an Independent Business
$41.7B Assets Under Management
  • $31.8B Insurance
  • $1.7B Separately Managed Accounts and Pooled Vehicles
  • $8.2B Manager of Managers
As of August 31, 2025

Thought Leadership & Market Insights

U.S. Government Is Closed but the Treasury Remains Open

U.S. Government Is Closed but the Treasury Remains Open

By Scott Ellis | October 6, 2025

Markets finished on a softer note on Friday as the U.S. government remained closed and key technology companies underperformed.1 U.S. investment-grade corporate spreads remain near all-time tights, even with September finishin…

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