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

Last Domino Falls for the United States’ AAA-Rating

Last Domino Falls for the United States’ AAA-Rating

By Mark Heppenstall | May 19, 2025

Late Friday afternoon, Moody’s became the last of the so-called ‘big-three’ credit rating agencies to cut the rating for the United States (U.S.) below the AAA level.1 S&P first cut the U.S. credit rating…

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