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 August 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
$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

The Fed Makes Its Move

The Fed Makes Its Move

By Scott Ellis | September 21, 2026

The Federal Reserve (Fed) raised rates for the first time since July 2023, lifting the federal funds target range 25 basis points (bps) to 3.75%–4.00% on a unanimous 12-0 vote.1 Chair Kevin Warsh was direct about the rat…

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