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 April 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

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

Oil and Rates Retreat on Iran Deal Optimism

Oil and Rates Retreat on Iran Deal Optimism

By Scott Ellis | June 15, 2026

The S&P 500 Index endured a volatile week, dropping as low as 7,267 on Wednesday before rallying sharply to close Friday at 7,431.1 Small cap stocks led the recovery, with the Russell 2000 Index gaining nearly 4%.2…

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