Who we serve
The Right Solution for Your Situation.
Individual Investors
You've built something significant. Now it needs a manager who treats it that way. Direct access to your portfolio team, a proven strategy, and an adviser who picks up the phone when you call.
Financial Professionals
Advisers and platforms seeking a disciplined investment partner with a concentrated, conviction-driven approach.
Who We Are
A Disciplined, Proprietary Strategy—Designed to Perform.
Challenging Convictions
Disciplined investment strategies. Grounded in our proprietary valuation metrics and research and the conviction to stand behind it.
Personal Relationships
Experienced advisers who know your name, your goals, and your story. We don't just manage portfolios — we build relationships that last.
Proprietary Research
Research-backed, time-tested valuation metrics and market insights that lead to strategy, which leads to results. Our process leads us to find value others miss.
The journey
Simple. Transparent.
Built Around You.
Here's what happens when you reach out.
01
Tell us about you
We listen first. Your goals, your family, your concerns. No pitch. No pressure.
02
We build your strategy
A custom portfolio grounded in our disciplined valuation metrics, backed by our fundamental 12-factor research.
03
We keep you updated
Always. Transparent communication, direct access, and clarity — on your terms.
Market Talk.
In The Press.
Latest Insights
Rising Bond Yields & Fed Policy | Byron Anderson on Cow Guy Close
Byron Anderson joins Scott Shellady on Cow Guy Close to discuss rising bond yields, Federal Reserve policy and the potential effects of tighter financial conditions on credit, housing and the labor market.
Does Stronger Growth Really Mean More Inflation? Arthur Laffer, Jr. on Cow Guy Close
Arthur Laffer, Jr. joins Scott Shellady on Cow Guy Close to discuss economic growth, inflation, interest rates and the potential effects of intervention in energy markets.
Nancy Tengler on Bloomberg Tech: AI, Innovation and the Next Phase of Technology Investment
Laffer Tengler CEO and CIO Nancy Tengler joined Ed Ludlow on Bloomberg Tech to discuss AI leadership, global competition, AI agents and the next phase of technology investment.
Nancy Tengler on PIX11: Investing at Every Stage of Life
Nancy Tengler joined PIX11’s New York Living to discuss investing at every stage of life, the power of compounding and building financial confidence.
Market Correction Outlook: Earnings, Valuations and What Comes Next
Nancy Tengler joined CNBC’s Squawk Box Asia to discuss market volatility, the outlook for a potential correction, strong earnings growth and why she believes the current environment remains supportive for U.S. equities.
Nancy Tengler discusses market volatility and the bigger picture on Cow Guy Close
Nancy Tengler joins Scott Shellady, the Cow Guy, to discuss higher yields, rising oil prices, Fed uncertainty, AI concerns and why long-term investors should keep short-term market volatility in perspective.
