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Section: Our Approach

Our Approach

Our Unique Character

Our unique character stems from client performance and operating success.

Operating Success

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Penn Mutual Strength, Resources and
Track Record

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Capitalized and Committed
to the Business

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Teamwork: Individual Expertise + Collective Decision Making

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Proven Principles, Repeatable Process and Solid Infrastructure

Client Performance

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Offering Tailored Investment Strategies
and Solutions

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Exceptional Experience to Exceed
Client Expectations

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Valuation Drives Positive Returns
and Performance

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Create Value, Manage Risk,
Preserve Capital

Penn Mutual Asset Management: Asset, Liability & Risk Specialist

As of September 30, 2017

Experience

Assets

Team

28
Year Track Record as an Independent Business
$14.9 B
Insurance Advisory

$2.0 B
Separate Account Advisory

$7.1 B
Sub-Advisory
30
Investment Specialists & Professionals

The Penn Mutual Advantage

  • A.M. Best Rating - A+ (Superior)
    A.M. Best Rating, 75 Years
  • Mutuality
    Long Term Focus
  • Penn Mutual's History
    Penn Mutual's strength lies in our rich history. Since the beginning, our conservative, prudent approach to investing and our commitment to delivering as promised have given us a measure of stability unlike most companies.