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 $40 billion in assets under management as of May 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

32 Investment Specialists & Professionals
36 Year Track Record as an Independent Business
$40.2B Assets Under Management
  • $30.0B Insurance
  • $2.3B Separately Managed Accounts and Pooled Vehicles
  • $7.9B Manager of Managers
As of May 31, 2025

Thought Leadership & Market Insights

Private Equity is Betting Big on Professional Sports

Private Equity is Betting Big on Professional Sports

By Jimmy Caraluzzi | July 3, 2025

Traditionally restricted to ultra-wealthy individuals, sports franchise ownership is now accessible to institutional investors. Major leagues, including the National Basketball Association (NBA), Major League Baseball (MLB), National Hoc…

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