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 $43 billion in assets under management as of January 31, 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

31 Investment Specialists & Professionals
37 Year Track Record as an Independent Business
$43.5B Assets Under Management
  • $34.2B Insurance
  • $1.3B Separately Managed Accounts and Pooled Vehicles
  • $8.0B Manager of Managers
As of January 31, 2026

Thought Leadership & Market Insights

Oil Rising

Oil Rising

By Scott Ellis | March 9, 2026

Capital markets are selling off to start the week, picking up where they left off on Friday. During the first week of March, markets experienced elevated volatility as geopolitical risks and macroeconomic data intersected. Equities decli…

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