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 $40 billion in assets under management as of May 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

32 Investment Specialists & Professionals
36 Year Track Record as an Independent Business
$40.2B Assets Under Management
  • $30.0B Insurance
  • $2.3B Separately Managed Accounts and Pooled Vehicles
  • $7.9B Manager of Managers
As of May 31, 2025

Thought Leadership & Market Insights

A Packed Holiday-Shortened Week

A Packed Holiday-Shortened Week

By Scott Ellis | June 30, 2025

Markets are lifting higher this morning as several positive headlines ended the week and continued over the weekend. In Washington, D.C., Republicans in the Senate are hoping to pass the reconciliation bill as soon as today, and the Pres…

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