40|86 Advisors manages investment portfolios mainly for affiliated insurance companies. They also act as a sub-advisor for CreekSource, managing collateralized loan obligations (CLOs). 40|86 invests in various fixed-income securities. They make investment decisions for clients without needing prior approval, following the client's investment goals and guidelines. CreekSource manages CLOs and is owned by affiliates of CNO Financial Group. 40|86 provides support services to CreekSource.
Fee Structure
40|86 Advisors primarily manages investments for affiliated insurance companies. They also provide investment advice to a limited number of separate account clients. The fees for these services are not included in this brochure because the clients are qualified purchasers.