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 over $44 billion in assets under management as of July 31, 2026, 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

30 Investment Specialists & Professionals
37 Year Track Record as an Independent Business
$44.2B Assets Under Management
  • $35.0B Insurance
  • $1.3B Pooled Vehicles
  • $7.9B Manager of Managers
As of July 31, 2026

Thought Leadership & Market Insights

Evergreen Funds Are Weathering Their First Stress Test

Evergreen Funds Are Weathering Their First Stress Test

By Jimmy Caraluzzi | August 27, 2026

Private markets are undergoing a structural transformation in how capital is raised and accessed. Historically characterized by closed-end fund structures and decade-long lockups, private market investing was largely confined to institut…

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