Manager of the Decade — Core Plus Bond Strategy
Learn More X

The Mutual Advantage

Fixed Income Specialists
Providing Stability in an Uncertain World

Learn More

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

$37.5B

Assets Under Management
as of 10/31/24

  • $27.3B Insurance
  • $2.1B SMAs and Pooled Vehicles
  • $8.1B Manager of Managers

 

        

 

37

Investment Specialists & Professionals

Thought Leadership & Market Insights

Nvidia Earnings: Next Test for Market November 18, 2024
How Low Can We Go? November 14, 2024
Portfolio Manager George Cipolloni Discusses Best-Positioned Sectors Amid a Policy Shift on Yahoo! Finance Wealth November 12, 2024
Markets Race Higher as Investors Assess the Changing Landscape November 11, 2024
Fixed Income Investing: Why Staying Active Makes Sense November 7, 2024
Fasten Your Seatbelts November 4, 2024
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

Read more

Portfolio Manager George Cipolloni Discusses Post-Election Market Activity and the Impact of Interest Rates on Reuters "Markets Now"
By George J. Cipolloni III | November 20, 2024

Portfolio Manager George Cipolloni Discusses Post-Election Market Activity and the Impact of Interest Rates on Reuters

Subscribe to Our Publications