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 June 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

29 Investment Specialists & Professionals
37 Year Track Record as an Independent Business
$44.9B Assets Under Management
  • $35.6B Insurance
  • $1.3B Pooled Vehicles
  • $8.0B Manager of Managers
As of June 30, 2026

Thought Leadership & Market Insights

The Frequent Issuer Discount

The Frequent Issuer Discount

By Jackie Rogowicz | July 16, 2026

The world's largest technology companies are dramatically increasing their capital expenditures (capex) on data centers, servers, networking equipment, power infrastructure and real estate. These hyperscalers are racing to spend hundreds…

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