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 April 30, 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
$39.7B Assets Under Management
  • $29.8B Insurance
  • $2.2B Separately Managed Accounts and Pooled Vehicles
  • $7.7B Manager of Managers
As of April 30, 2025

Thought Leadership & Market Insights

Equity Markets Keep Climbing the Wall of Worry

Equity Markets Keep Climbing the Wall of Worry

By Mark Heppenstall | June 9, 2025

The S&P 500 Index closed above the psychologically important 6,000 level after Friday’s employment report suggested U.S. economic growth may be slowing but is not on the brink of a recession.1 The S&P 500 Index i…

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