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 March 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

29 Investment Specialists & Professionals
37 Year Track Record as an Independent Business
$43.1B Assets Under Management
  • $34.4B Insurance
  • $1.3B Pooled Vehicles
  • $7.4B Manager of Managers
As of March 31, 2026

Thought Leadership & Market Insights

Valuations for AI-Native Companies Continue to Soar

Valuations for AI-Native Companies Continue to Soar

By Brendan Boken | April 16, 2026

It’s hard to imagine a time when we weren’t talking about artificial intelligence (AI) on a daily basis. The technology has become one of the most dominant market narratives in recent memory, and it appears that it will conti…

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