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 $39 billion in assets under management as of March 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

37 Investment Specialists & Professionals
36 Year Track Record as an Independent Business
$39.9B Assets Under Management
  • $29.8B Insurance
  • $2.3B Separately Managed Accounts and Pooled Vehicles
  • $7.8B Manager of Managers
As of March 31, 2025

Thought Leadership & Market Insights

Key Economic Data and Earnings in Focus This Week

Key Economic Data and Earnings in Focus This Week

By Mark Heppenstall | April 28, 2025

After weeks of U.S. trade policy dominating financial market headlines, key economic data and corporate earnings will likely return to center stage this week. Our first look at first-quarter gross domestic product (GDP) will be released …

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