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 April 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

30 Investment Specialists & Professionals
37 Year Track Record as an Independent Business
$44.0B Assets Under Management
  • $34.8B Insurance
  • $1.3B Pooled Vehicles
  • $7.9B Manager of Managers
As of April 30, 2026

Thought Leadership & Market Insights

Global Rates Moving Higher

Global Rates Moving Higher

By Scott Ellis | May 18, 2026

Equities began last week on firm footing, reaching record highs by Thursday, with the S&P 500 Index closing above 7,500.1 However, Friday’s rate-driven selloff erased nearly all of the S&P 500’s prior gains…

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