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
Byron Anderson on October’s municipal bond rally
Byron Anderson joins Scott Shellady on RFD-TV’s Cow Guy Close to discuss October’s municipal bond rally, how Treasuries responded to equity volatility and where he saw pressure in corporate credit.
Arthur Laffer Jr. discusses bond yields, borrowing costs and the Fed on Cow Guy Close
Arthur Laffer Jr. joins Scott Shellady on Cow Guy Close to discuss higher borrowing costs, economic resilience and the role of energy prices in the Federal Reserve’s policy outlook.
Nancy Tengler on Bloomberg: AI spending and the path to growth
Nancy Tengler joins Bloomberg’s Open Interest to discuss AI investment, technology earnings and the business results she watches beyond cost savings.
Nancy Tengler hosts Market Hang: Is circular financing a risk?
Nancy Tengler leads a Market Hang discussion on circular financing, AI infrastructure spending and why a slowdown could affect companies differently.
Nancy Tengler Hosts Yahoo Finance’s Market Hang: Examining an AI Neocloud Shakeout
Nancy Tengler hosts Yahoo Finance’s Market Hang, leading a panel discussion on AI infrastructure financing and a potential shakeout among neocloud providers.
Nancy Tengler on CNBC: A Defensive Approach to Technology Investing
Nancy Tengler, Laffer Tengler Investments CEO and CIO, joins CNBC’s The Exchange to discuss the tech trade and why she says the biggest risk to portfolios is not taking enough risk.
