Relationship Management services
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.
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.
What We Offer
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.
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.