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 client-focused services.

These solutions are accessible through separate accounts, sub-advisory relationships and various commingled vehicles.

With over $40 billion in assets under management as of February 28, 2025, 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

37 Investment Specialists & Professionals
36 Year Track Record as an Independent Business
$40.5B Assets Under Management
  • $30.1B Insurance
  • $2.3B Separately Managed Accounts and Pooled Vehicles
  • $8.1B Manager of Managers
As of February 28, 2025

Thought Leadership & Market Insights

Portfolio Manager George Cipolloni Discusses Market Turbulence, Consumer Confidence and Growth to Value Rotation on Reuters “Market Talk”

Portfolio Manager George Cipolloni Discusses Market Turbulence, Consumer Confidence and Growth to Value Rotation on Reuters “Market Talk”

By George J. Cipolloni III | March 21, 2025

Portfolio Manager George Cipolloni joined Reuters Market Talk to analyze the decline in consumer sentiment, highlighting weakening spending, market volatility and uncertainty around inflation and policy decisions. He also discus…

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