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

Cooling Inflation, Rising Oil and the Start of Earnings Season

Cooling Inflation, Rising Oil and the Start of Earnings Season

By Scott Ellis | July 20, 2026

Markets spent much of last week balancing encouraging inflation data against renewed geopolitical tensions and growing questions regarding artificial intelligence (AI)-related valuations. June Consumer Price Index (CPI) surprised to the …

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