The Mutual Advantage

Fixed Income Specialists
Providing Stability in an Uncertain World

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The Mutual Advantage

Fixed Income Specialists
Providing Stability in an Uncertain World

Learn More

Enhanced Cash Short Duration Bond Core Plus Bond Strategic Income High Yield Bond Balanced Income

Our tailored investment strategies incorporate a unified investment philosophy and process across the fixed income risk spectrum.

Experience, Performance and Stability

33

Year Track Record as an Independent Business

$31.1B

Assets Under Management
as of 8/31/22

  • $21.5B Insurance
  • $2.1B Separate Accounts & Commingled Funds
  • $7.5B Advisory

 

        

 

33

Investment Specialists & Professionals

Thought Leadership & Market Insights

Another Fed Decision Looms September 19, 2022
Bearish Sentiment September 15, 2022
CIO Mark Heppenstall on Inflation and the Fed’s Next Move on Fox Business' "Mornings with Maria" September 14, 2022
Markets Rebound Despite Tough Talk From the Fed September 12, 2022
A Key Ability: Availability September 8, 2022
Softening Labor Market Could Point to Slower Tightening by the Fed September 6, 2022
Use of Venture Debt by High-Growth Startups Heating Up September 1, 2022
TREASURIES: U.S. Yields Mixed Amid High-Inflation, Low-Growth Concerns August 31, 2022

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Currency Hedging Costs Do a ‘180’
By James G. Faunce | September 22, 2022

Source: Bloomberg data as of Sept. 16, 2022; Of note, lhs refers to left-hand side and rhs refers to right-hand side.

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