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 $43 billion in assets under management as of September 30, 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
$43.5B Assets Under Management
  • $34.6B Insurance
  • $1.2B Pooled Vehicles
  • $7.7B Manager of Managers
As of September 30, 2026

Thought Leadership & Market Insights

Leveraged and Single-Stock ETFs Continue to Gain Scale

Leveraged and Single-Stock ETFs Continue to Gain Scale

By Alex Gomes | October 29, 2026

Assets in U.S. leveraged and single-stock exchange-traded funds (ETFs) briefly reached record levels of approximately $150.31 billion and $51.88 billion, respectively, in June 2026.1 The growth reflected in today's Chart of th…

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