Laffer Tengler Investments is a talented team of professionals that takes a disciplined, data-driven approach to managing your assets. That kind of thinking builds better, stronger portfolios—and helps us focus on the best possible outcome for you.

Our approach is simple—listen, build a strategy that makes sense to you, and execute.

During our process you’ll work directly with our most senior people. You will have direct access to our CEO and Chief Investment Officer and be able to speak directly to portfolio managers, so you can move straight toward finding the right strategy to achieve your objectives. You will have the confidence of knowing your account is managed from creative liquidity management, individually structured fixed income portfolios and active equity risk management in pursuit of market returns. Our clients also enjoy access to resources geared to women’s unique views of wealth management. 

We focus on what matters. We’re engaged, transparent, and committed to achieving the best possible outcome for you.

View our Client Relationship Summary.