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 August 31, 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

31 Investment Specialists & Professionals
37 Year Track Record as an Independent Business
$44.7B Assets Under Management
  • $35.5B Insurance
  • $1.3B Pooled Vehicles
  • $7.9B Manager of Managers
As of August 31, 2026

Thought Leadership & Market Insights

Five Percent Is Back

Five Percent Is Back

By Scott Ellis | September 28, 2026

The story last week was not stocks — it was the level of yields. The 10-year Treasury closed Friday at 5.18%, its highest close since July 2007, up from 4.998% a week earlier, while the 30-year reached 5.50%,1 a post-200…

Read full Article