Bank / Wealth / TrustRIA · CRD 106523SEC-Registered

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Mutual of America Capital Management

Mutual of America Capital Management was established in 1993 to provide investment advisory services to a concentrated base of institutional clients,...

Mutual of America Capital Management logo

Mutual of America Capital Management

Mutual of America Capital Management was established in 1993 to provide investment advisory services to a concentrated base of institutional clients, particularly non-profit entities and government organizations. The firm operates as the investment management subsidiary of Mutual of America Financial Group, building portfolios primarily through its proprietary MoA Funds family. The firm allocates across public equities and fixed income via its MoA Funds, a family of mutual funds spanning multiple asset classes. Its institutional accounts business constructs customized investment plans aligned with client risk and return objectives. A dedicated Tribal Services practice serves Native American organizations — a rare, focused institutional vertical for an asset manager of this type. The firm publishes market commentary on inflation, interest rates, and sector-specific themes such as healthcare investing. No specific portfolio company holdings, co-investors, or geographic deployment splits beyond the United States are publicly disclosed. Mutual of America Capital Management is headquartered at 320 Park Avenue in New York. No team size, executive leadership names, or assets under management are publicly reported. The parent entity, Mutual of America Financial Group, provides retirement plan and participant services to plan sponsors. The firm's website offers no detail on adjacent vehicles, foundation relationships, or club memberships. No recent operational event within the last 24 months is available from current sources. The firm's structural differentiator lies in its integration with a retirement-services parent, creating a captive distribution channel uncommon among standalone institutional managers. Its Tribal Services specialization also sets it apart, concentrating institutional capability on a niche where few national firms compete directly.

General information

Firm type

Bank / Wealth / Trust

Year founded

1993

AUM

Undisclosed

Location

Region

North America

Country

United States

City

New York

Corporate office

320 Park Avenue, New York, NY 10022, United States

Sector focus

Healthcare ServicesMutual Funds

Frequently asked questions

What is the relationship between Mutual of America Capital Management and Mutual of America Financial Group?

Mutual of America Capital Management is the investment management subsidiary of Mutual of America Financial Group. The parent company provides retirement plan and participant services, while Capital Management constructs and manages the investment portfolios, predominantly through the proprietary MoA Funds family. This structure keeps asset management and distribution integrated under the same corporate umbrella.

What investment vehicles does Mutual of America Capital Management manage?

The firm manages the MoA Funds, a diverse family of mutual funds spanning multiple asset classes. It also runs separate institutional accounts tailored to client-specific risk and return objectives. The precise mix of equity and fixed-income mandates within the MoA Funds is not publicly detailed.

Who are the primary clients of Mutual of America Capital Management?

The firm serves institutional investors, with a stated focus on organizations such as investment companies and government entities. A notable client vertical is its Tribal Services practice, which provides investment services to Native American organizations. The parent company also services plan sponsors and participants of retirement plans.

Does Mutual of America Capital Management disclose assets under management or key investment personnel?

No. The firm does not publicly disclose assets under management, the size of its investment team, or the names of its key executives. This level of privacy is consistent with a captive subsidiary whose parent does not publicly break out divisional AUM.

Does the firm invest in private markets or only public securities?

All disclosed investment activity centers on the MoA Funds mutual fund family and institutional separate accounts, which typically deploy into public equities and fixed income. There is no public indication of private equity, venture capital, or direct private-company investing.

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