Penn Mutual Asset Management

Penn Mutual Asset Management is a trusted financial firm guiding investors towards financial success since 1984. With over $34.2 billion in assets under management, we have established ourselves as a leader in delivering consistent, well-managed investment solutions across a variety of asset classes.

Our Investment Approach

Our experienced team of seasoned investment professionals utilizes a data-driven, fundamental approach to investment management. We focus on:

• Understanding client goals: We prioritize understanding your unique financial goals and risk tolerance.
• Embracing a diversified portfolio: We construct well-diversified portfolios that align with your individual needs.
• Consistent monitoring and management: We actively monitor and manage your portfolio to ensure alignment with your goals and market changes.

Our Expertise

Our team of professionals boasts extensive expertise in:

• Fixed Income Strategies: Providing stability and predictability through various fixed income solutions.
• Core Plus Strategies: Enhancing long-term returns through strategic enhancements to traditional portfolios.
• High Yield Strategies: Generating attractive returns through carefully selected high-yield investments.

Market Insights & Thought Leadership

We actively share valuable market insights and thought leadership through:

• Regular blog posts and commentary
• Engaging podcasts and webinars
• Industry-leading research reports
• Active participation in industry conferences

Building Community

We believe in fostering strong relationships with clients and the broader community. We actively engage through:

• Community outreach programs
• Financial literacy workshops
• Industry partnerships

Join Us

At Penn Mutual Asset Management, we are committed to providing exceptional client service and delivering consistent results through market cycles. Our diverse team of talented professionals is dedicated to helping clients achieve their financial goals.