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 October 31, 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

28 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 October 31, 2025

Thought Leadership & Market Insights

Will Brick and Mortar Earnings Hold Markets Together?

Will Brick and Mortar Earnings Hold Markets Together?

By Scott Ellis | November 17, 2025

Last week, the S&P 500 Index notched a positive return but battled through elevated volatility. At Friday’s open, the S&P 500 Index hit the lows of the week, down by over 300 basis points (bps) from the highs earlier that w…

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