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 September 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

29 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 September 30, 2025

Thought Leadership & Market Insights

The Fed, U.S.-China Meeting, Halloween, Oh My!

The Fed, U.S.-China Meeting, Halloween, Oh My!

By Scott Ellis | October 27, 2025

Last week ended with the September U.S. Consumer Price Index (CPI) data coming in cooler than expected.1 The market …

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