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
Nancy Tengler on FOX Business: Earnings, AI Investment and the Market Outlook
Nancy Tengler discusses earnings growth, current market valuations and the outlook for AI infrastructure investment.
Nancy Tengler on Cow Guy Close: Why Fear Shouldn’t Slow AI Innovation
Nancy Tengler joins Scott Shellady on Cow Guy Close to discuss AI fears, the lessons of past technological disruptions and why innovation remains the better path forward.
AI Innovation, Regulation & Competition | Nancy Tengler on FOX Business
Nancy Tengler, CEO and chief investment officer of Laffer Tengler Investments, discusses AI innovation, regulation, competition and the risks that overly broad rules could create for emerging companies and future technological development.
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.
