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

31 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

Higher Yields Test Resilient Markets Ahead of Key Inflation Data

Higher Yields Test Resilient Markets Ahead of Key Inflation Data

By James G. Faunce | September 8, 2026

Last week, U.S. equity markets posted modest gains as investors balanced strong corporate earnings and a higher-rate backdrop. The S&P 500 Index remained near record highs after gaining 2.7% in August, while small-cap stocks and inte…

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