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

It’s Refund Season: Phase One of the Tariff Refunds Has Begun

It’s Refund Season: Phase One of the Tariff Refunds Has Begun

By Alex Gomes | May 21, 2026

It’s that time of year again—refund season. More specifically, it is tariff refund season, as Phase One distributions related to duties under the International Emergency Economic Powers Act (IEEPA) begin to flow back…

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