Relationship Management services 

Financial Advisors

At Laffer Tengler Investments, our Relationship Managers are here to assist by offering Proprietary Investment solutions and industry trends from our Nationally recognized Investment Management Team.

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    At a Glance

    Billion
    TOTAL ASSETS UNDER MANAGEMENT (AUM) & ASSETS UNDER ADVISORY (AUA) AS OF 12/31/23
    AVERAGE YEARS OF EXPERIENCE
    %
    LEADERSHIP POSITIONS HELD BY WOMEN

    As a shareholder in a mutual fund, you participate in the fund on a pro rata basis with all other mutual fund shareholders. Think of the homeowner’s association of a condo complex. Everyone shares in the expenses together. If the roof over Unit 4C is leaking, the collective funds of the community pay for the repair. If a mutual fund manager takes capital gains, each shareholder reaps their corresponding portions of the tax liability for the capital gains. Those gains or losses are typically calculated after the October 31st fiscal year end most funds observe. As an investor you are unable to plan for potential gains or losses or capital distributions made by the fund, creating a potentially unknown tax liability.

    Nancy Tengler
    Nancy Tengler
    CEO & Chief Investment Officer

    What We Offer

    A BOUTIQUE FIRM

    We focus on providing you relevant and timely information.

    DEDICATED RELATIONSHIP MANAGEMENT TEAM

    Together we’ll build a communication plan that best suits you.

    PROFESSIONAL INVESTMENT MANAGEMENT

    Though the firm’s Equity and Fixed Income Separately Managed Account Strategies.

    ACTIVE MANAGEMENT OF DISCIPLINED INVESTMENT STRATEGIES

    Based on the firm’s proprietary investment philosophy and research.

    Equity Strategies

    EQUITY INCOME

    The Equity Income portfolio is predominately a large-cap equity portfolio with an emphasis on dividend income and dividend growth as well as capital appreciation. 

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    DIVIDEND GROWTH

    The Dividend Growth Strategy utilizes a bottom-up, fundamental investment approach to provide clients with a primary focus on a competitive current yield and growing dividend income. 

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    EQUITY GROWTH

    The Equity Growth strategy seeks to own high-quality large cap stocks with attractive valuations based on our proprietary buy/sell research disciplines. The benchmark is the S&P 500. 

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    CONCENTRATED EQUITY

    The Concentrated Equity Strategy is a low-turnover, high conviction, deeply concentrated portfolio that holds the 12 “best idea” positions from the Equity Growth and Equity Income strategies. 

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    GLOBAL EQUITY

    The Global Equity Strategy is a multi-factor econometric discipline that uses macroeconomic processes and models to evaluate countries for broad market investment opportunities.  

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    CLEAN ENERGY INFRASTRUCTURE

    Achieve long-term capital appreciation through diversified investments in companies whose revenue streams align with green energy transition trends.

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    Income Strategies

    DYNAMIC U.S. INFLATION

    The Dynamic U.S. Inflation Strategy is a quantitatively-based strategy that utilizes macroeconomic and financial information to create portfolios that seek to outperform the rate of U.S. inflation (measured by Consumer Price Index or CPI) over a full market cycle of 3-5 years.

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    CONVERTIBLE

    The Convertible Strategy is a bottom up, value driven discipline that utilizes convertible bonds and convertible preferred stocks to seek out opportunities for maximizing total return. The strategy aims to maintain an average credit rating of BBB.

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    FIXED INCOME

    The Fixed Income Strategy utilizes ETFs with underlying investments in fixed-income securities to create each portfolio. The primary objective of these portfolios is to seek a competitive current level of income, with a secondary objective of price appreciation.

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    Separately Managed Accounts (SMA) vs. Mutual Funds

    In a Separately managed account (SMA) clients purchase shares of individual securities within a strategy, not shares in a mutual fund, so each account has ownership in the respective company. In contrast, an investment in a mutual fund only gives the investor shares of the mutual fund rather than shares of each individual security.

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    Practice Management Education

    At Laffer Tengler Investments, our Relationship Managers are here to assist by offering Proprietary Investment solutions and industry trends from our Nationally recognized Investment Management Team. Our Practice Management Education includes:

    ACCESS TO WOMEN IN FINANCE PROGRAMS

    Access to Laffer Tengler Investments’ Women in Financial Services.” This program focuses on providing women in our industry the tools they need to succeed. Content can be integrated into your own internal communication schedule or speaking opportunities.

    EDUCATION

    One-on-One Education on Strategy Overview and Philosophy

    WOMEN & WEALTH CLIENT PROGRAM

    Access to Laffer Tengler Investments’ Women and Wealth Client Financial Education program based on the lessons and research of Nancy Tengler, our Chief Investment Officer and author of The Women’s Guide to Successful Investing.

    Custom Events

    Access to Laffer Tengler Custom Events to create a better partnership between you, your clients and the Laffer Tengler Team.

    Want to learn more about working with Laffer Tengler Investments?

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