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40|86 Advisors, Inc.

535 N. College Dr.
Carmel, Indiana 46032
United States
Contact :      Ms. Jenna Rowe
Phone :       866-299-4086
Fax :             317-817-2384
Email :
Web : 

40|86 Advisors, Inc. Information

Type of organization :
Total Assets Managed ($Mil) : $25,581
Tax-Exempt Managed ($Mil) : $0
Taxable Assets Managed ($Mil) :
Year Founded : 1981
Wrap Programs Offered? : No
# of Accounts Managed : 68
In-House Research : %
Carries liability insurance? : No
Errors & Omission Insurance? : No
Socially Responsible? : No
Minority Owned? : No
Wrap Program Description  
In $ Thousands

40|86 Advisors, Inc. History

40|86 Advisors, Inc. (40|86) was founded in 1981, registered with the SEC on October 20, 1982 and took its present form in 1987. 40|86's offices are located in Carmel, Indiana. All investment decisions, proprietary analysis and trade execution takes place at this location. 40|86 Advisors, Inc. brings over fifteen years of investment management experience to our clients. Our senior staff has an average tenure of ten years and averages seventeen years of experience within the industry. 40|86 provides fixed income investment management to public funds, Taft-Hartley plans, endowments, foundations, corporate pensions, high-net-worth individuals and insurance company portfolios.

Assets by Client Category Professional Categories
Assets   # of Clients Amount ($Mil)  
Individuals/Trusts :
Limited Partnership :
Foundations :
Unions, Taft-Hartley :
Public :
Others :
Total # of Professional : Analysts :
Portfolio Managers : Traders :
Client Service : Operation :

40|86 Advisors, Inc. Personnel

Mr.  Greg Hahn

Portfolio Manager
Tel : 866-299-4086
Gregory Hahn is chief investment officer for 40|86 Advisors, Inc. Hahn is responsible for the portfolio management and oversight of the affiliated insurance company portfolios and the third-party institutional client accounts. In addition, he is responsible for registered products. He is chairman of 40|86 Advisors' portfolio management group and a member of the senior management team. Prior to joining 40|86 Advisors, Hahn was a fixed income portfolio manager for Unified Management where he was responsible for money market, municipal and corporate bond mutual funds. Among the funds he was responsible for are the Liquid Green Trust and the highly rated Liquid Green Tax-Free Trust. Before joining Unified, he was a fixed income portfolio manager and municipal bond trader for Indiana National Bank. Hahn has a B.B.A. from the University of Wisconsin at Madison and an M.B.A. from Indiana University. He is a Chartered Financial Analyst charterholder, a member of the Association of Insurance and Financial Analysts, a member and former president of the Indianapolis Society of Financial Analysts, and serves as a member on the ACLI's Committee on State Regulation of Investments. With 40|86 Advisors: 14 years Investment experience: 20 years

Mr.  Michael Richman

Portfolio Manager
Tel : 866-299-4086
Michael Richman is the co-portfolio manager for the core, core plus, and intermediate composites and the tax-exempt client portfolios that comprise them, and assists in investment-grade corporate bond trading. Richman is also co-chairman of 40|86 Advisors, Inc. portfolio management group. Prior to joining 40|86 Advisors, he worked for Conseco, Inc., in the investment reporting department. Richman graduated with a B.S. in finance from Indiana University. He is a Chartered Financial Analyst charterholder. With 40|86 Advisors: 8 years Investment experience: 11 years

Mr.  Eric Johnson

Tel : 866-299-4086
Eric Johnson was named president of 40|86 Advisors, Inc. coinciding with the firm's name change. He joined the firm in 1997 and most recently served as a member of the management restructuring committee of Conseco, Inc., which directed the company's successful bankruptcy reorganization. He has more than 20 years of financial services and investment experience, beginning his career at Manufacturers Hanover Trust Company in its Credit Training Program. He later joined National Westminster Bank, managing proprietary investment portfolios. He holds a B.A. in American history from Harvard University, where he graduated cum laude. Johnson is a director of several unrelated companies. With 40|86 Advisors: 6 years Investment experience: 20 years

Mr.  Mark Tabor

Securities Trader
Tel : 866-299-4086
Mark Tabor manages the investment grade corporate trading desk and also manages Conseco's corporate composite portfolio for 40|86 Advisors, Inc. Prior to joining 40|86 Advisors, he was an asset manager for AEGON USA Investment Management. Tabor holds a B.B.A. in finance from Iowa State University and an M.B.A. from Drake university. He is a Chartered Financial Analyst charterholder. With 40|86 Advisors: 3 years Investment experience: 10 years

40|86 Advisors, Inc. Product Name

Report Created: March,28 2020.  Copyright Money Manager Review , All rights Reserved.

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