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 $44 billion in assets under management as of May 31, 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

30 Investment Specialists & Professionals
37 Year Track Record as an Independent Business
$44.4B Assets Under Management
  • $35.1B Insurance
  • $1.3B Pooled Vehicles
  • $8.1B Manager of Managers
As of May 31, 2026

Thought Leadership & Market Insights

Treasury Curve Shape and Credit Spreads

Treasury Curve Shape and Credit Spreads

By James G. Faunce | June 25, 2026

Last week’s first Federal Open Market Committee (FOMC) meeting under Chairman Kevin Warsh introduced notable market volatility. The market interpreted the shortened policy statement and press conference commentary as more hawkish; …

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