Manager of the Decade — Core Plus Bond Strategy
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The Mutual Advantage

Fixed Income Specialists
Providing Stability in an Uncertain World

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The Mutual Advantage

Fixed Income Specialists
Providing Stability in an Uncertain World

Learn More

Enhanced Cash Short Duration Bond Strategic Income Short Duration High Yield Core Plus Bond High Yield Bond Balanced Income

Our tailored investment strategies incorporate a unified investment philosophy and process across the fixed income risk spectrum.

Experience, Performance and Stability

35

Year Track Record as an Independent Business

$38.4B

Assets Under Management
as of 9/30/24

  • $28.0B Insurance
  • $2.0B Separate Accounts & Commingled Funds
  • $8.4B Advisory

 

        

 

37

Investment Specialists & Professionals

Thought Leadership & Market Insights

CIO Mark Heppenstall Discusses Year-End Market Performance on Fox Business’ “Mornings With Maria” November 1, 2024
Zombie Funds Haunt the VC Landscape This Halloween October 31, 2024
Portfolio Manager George Cipolloni Discusses the Strength and Resilience of the Markets in 2024 on Reuters TV "Markets Now" October 30, 2024
An Action-Packed Week for Investors October 28, 2024
Mortgages Have Cheapened Since the Fed's "Recalibration" October 24, 2024
Stocks Extend Winning Streak to Six Weeks October 21, 2024
So long, Cash? October 17, 2024
Portfolio Manager George Cipolloni Previews the Fourth Quarter on Schwab Network’s “Market on Close” October 15, 2024

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Fasten Your Seatbelts
By Hong Mu | November 4, 2024

Fasten Your Seatbelts Photo

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