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

Equity Markets Pop on Tariff News

Equity Markets Pop on Tariff News

By Mark Heppenstall | March 24, 2025

Following a week in which the S&P 500 Index snapped a four-week losing streak, equity markets are set to open higher this morning on news that impending trade tariffs may be more targeted than expected.1 The beaten-up larg…

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