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 $42 billion in assets under management as of December 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

29 Investment Specialists & Professionals
37 Year Track Record as an Independent Business
$42.3B Assets Under Management
  • $33.0B Insurance
  • $1.3B Separately Managed Accounts and Pooled Vehicles
  • $8.0B Manager of Managers
As of December 31, 2025

Thought Leadership & Market Insights

Software Sector Stress Sends Leveraged Loans Lower

Software Sector Stress Sends Leveraged Loans Lower

By Jackie Rogowicz | February 5, 2026

The U.S. loan market rang in the new year with a strong start, gaining 0.46% through Jan. 19 and new issuance surged to its highest level in six months.1 Momentum, however, faded quickly as January progressed. Bids weakened sh…

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