40|86 Advisors, Inc. and its affiliate CreekSource LLC provide institutional fixed income portfolio management services, primarily serving affiliated insurance companies and collateralized loan obligation issuers. 40|86 Advisors, Inc. was founded in 1981 and is a wholly owned subsidiary of CNO Financial Group, Inc. The firm specializes in managing assets across various fixed income sectors, including residential and commercial mortgage-backed securities, asset-backed securities, corporate bonds, bank loans, and government securities. The firm employs a team-based approach combining top-down asset allocation with bottom-up fundamental credit research, integrating sustainability-related risks into their investment decisions where consistent with client duties. Because the firm focuses exclusively on institutional clients and qualified purchasers such as insurance companies and collateralized loan obligation issuers, 40|86 Advisors, Inc. and CreekSource LLC do not provide investment advice or portfolio management services to individual retail investors.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.