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 $42 billion in assets under management as of September 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

29 Investment Specialists & Professionals
36 Year Track Record as an Independent Business
$42.1B Assets Under Management
  • $32.3B Insurance
  • $1.6B Separately Managed Accounts and Pooled Vehicles
  • $8.2B Manager of Managers
As of September 30, 2025

Thought Leadership & Market Insights

Spooky Spending Keeps Markets Sweet

Spooky Spending Keeps Markets Sweet

By Jackie Rogowicz | October 30, 2025

Spooky season is here, and as consumers have prepared for Halloween tomorrow, they have likely noticed an increase in the cost of candy, decorations and costumes. Halloween has become more expensive this year, with candy and costumes inc…

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