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 June 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

29 Investment Specialists & Professionals
37 Year Track Record as an Independent Business
$44.9B Assets Under Management
  • $35.6B Insurance
  • $1.3B Pooled Vehicles
  • $8.0B Manager of Managers
As of June 30, 2026

Thought Leadership & Market Insights

Private Equity Spending in Defense and Aerospace Resurgent

Private Equity Spending in Defense and Aerospace Resurgent

By Trevor Williams | July 23, 2026

Private equity's (PE) appetite for defense and aerospace assets has gone from niche to one of the hottest areas of capital deployment. Global PE deal value in the sector approached record levels in 2025, reaching an estimated $50.3 billi…

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