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 $43 billion in assets under management as of February 28, 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

29 Investment Specialists & Professionals
37 Year Track Record as an Independent Business
$44.0B Assets Under Management
  • $34.8B Insurance
  • $1.3B Separately Managed Accounts and Pooled Vehicles
  • $7.9B Manager of Managers
As of February 28, 2026

Thought Leadership & Market Insights

Migration of the Tax Base

Migration of the Tax Base

By James G. Faunce | April 2, 2026

Recent shifts in state and local tax policies have intensified debates about their effect on taxpayer migration. Some jurisdictions have reduced income tax rates or adopted flat taxes, while others have raised—or threatened to rais…

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