Penn Mutual Asset Management, LLC, a registered investment adviser and wholly owned subsidiary of The Penn Mutual Life Insurance Company (Penn Mutual), is focused on risk-based institutional asset management, advisory and fund operating services.  We are dedicated to creating value through a prudent, thoughtful, and rigorous investment decision-making process.  We tailor our proven approach to help generate solid risk-adjusted returns that result in consistent earnings, while balancing the need for capital preservation to achieve each client's strategy and goals.

We are asset, liability and risk specialists committed to applying our diverse expertise, delivering tailored investment strategies and solutions, and balancing our repeatable, value-driven approach with seasoned investment judgment to drive performance and create value.
 
With over $30 billion in assets under management, Penn Mutual Asset Management is dedicated to delivering exceptional client service, exceeding client expectations and earning trusted relationships by executing on our core asset management competencies, which include total return-based investing, advisory services and expertise in alternative asset investing.

For more information, visit our website at:  http://www.pennmutualam.com

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This material is not intended to be relied upon as a forecast, research or investment advice, and it is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy.

Insurance

Investment Management

Penn Mutual Asset Management, LLC

Penn Mutual Asset Management, LLC's headquarters in Horsham, PA, United States

Keith Huckerby

Greg Zappin

Ryan Boyd

Scott Ellis

Victoria Robinson

The Investment Analysis and Operations team at Penn Mutual Asset Management is responsible for conducting thorough financial analysis and research to inform investment strategies and operational processes. This team specializes in evaluating market opportunities, assessing risk, and optimizing asset allocation, all while ensuring seamless execution of investment operations. By leveraging their diverse expertise, the team works collaboratively to support the firm’s goal of generating solid risk-adjusted returns and delivering exceptional client service.

Investment Analysis and Operations

The Investment Management team at Penn Mutual Asset Management, LLC is responsible for developing and implementing tailored investment strategies that align with client goals while maintaining a focus on risk management and capital preservation. Comprising seasoned professionals, including portfolio managers and analysts, the team utilizes a rigorous investment decision-making process to deliver solid risk-adjusted returns across various asset classes. Their expertise in total return-based investing and alternative assets ensures clients receive comprehensive and innovative solutions in a dynamic market environment.

The Leadership Team at Penn Mutual Asset Management, LLC is responsible for setting the strategic direction and overseeing the execution of the company's investment strategies and operational objectives. This team comprises key executives who ensure compliance with regulatory standards, drive portfolio management initiatives, and foster client relationships, all while maintaining a focus on risk management and capital preservation. Together, they leverage their diverse expertise to enhance organizational performance and deliver exceptional value to clients.

Penn Mutual Asset Management, LLC

Org chart

Teams

Investment Analysis and Operations

Investment Management

Leadership Team

Offices

Penn Mutual Asset Management, LLC

Org chart

Teams

Investment Analysis and Operations

Investment Management

Leadership Team

Offices

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