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 May 31, 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

32 Investment Specialists & Professionals
36 Year Track Record as an Independent Business
$40.2B Assets Under Management
  • $30.0B Insurance
  • $2.3B Separately Managed Accounts and Pooled Vehicles
  • $7.9B Manager of Managers
As of May 31, 2025

Thought Leadership & Market Insights

Oil and Rates Higher

Oil and Rates Higher

By Scott Ellis | June 16, 2025

The equity market was softer on Friday given the uncertainty due to geopolitical tensions in the Middle East. Oil prices moved back above $70 per barrel after being closer to $60 at the start of the month.1 The implications of…

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