The Mutual Advantage

Fixed-Income Specialists
Guiding with Confidence Through All Markets

Learn More

We are committed to serving the institutional marketplace by offering fixed-income investment solutions.

With over $44 billion in assets under management as of April 30, 2026, we are dedicated to creating value through a prudent, thoughtful and rigorous investment decision-making process.

Our Firm & Culture

People pointing at laptop

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
$44.0B Assets Under Management
  • $34.8B Insurance
  • $1.3B Pooled Vehicles
  • $7.9B Manager of Managers
As of April 30, 2026

Thought Leadership & Market Insights

S&P 500 Extends Winning Streak as Dow Breaks 50,000

S&P 500 Extends Winning Streak as Dow Breaks 50,000

By Scott Ellis | May 26, 2026

The S&P 500 Index logged its eighth consecutive positive week before heading into the Memorial Day holiday weekend.1 The Dow Jones Industrial Average closed above 50,000, registering a strong finish on Thursday and Friday.…

Read full Article