The Mutual Advantage

Fixed-Income Specialists
Guiding with Confidence Through All Markets

Learn More

We are committed to serving the institutional marketplace by offering fixed-income investment solutions.

With over $44 billion in assets under management as of August 31, 2026, we are dedicated to creating value through a prudent, thoughtful and rigorous investment decision-making process.

Our Firm & Culture

People pointing at laptop

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
$44.7B Assets Under Management
  • $35.5B Insurance
  • $1.3B Pooled Vehicles
  • $7.9B Manager of Managers
As of August 31, 2026

Thought Leadership & Market Insights

Living the Dream? The New Economics of Homeownership

Living the Dream? The New Economics of Homeownership

By Afton Schikore | September 24, 2026

Homeownership has long been viewed as a cornerstone of the American Dream and a primary vehicle for wealth creation. The extended period of low interest rates following the global financial crisis helped make owning a home a reality for …

Read full Article