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 over $43 billion in assets under management as of September 30, 2026, 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

31 Investment Specialists & Professionals
37 Year Track Record as an Independent Business
$43.5B Assets Under Management
  • $34.6B Insurance
  • $1.2B Pooled Vehicles
  • $7.7B Manager of Managers
As of September 30, 2026

Thought Leadership & Market Insights

Equities Wobble, Credit Stays Resilient

Equities Wobble, Credit Stays Resilient

By Scott Ellis | November 9, 2026

Markets had their most volatile week in months. Investors weighed the potential for tighter regulation of artificial intelligence (AI) and data centers following the midterm elections. On Thursday, the S&P 500 Index fell 4.4% and the…

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