Private Asset Management

No robots, no pie charts, just custom advice from seasoned professionals.

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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 your financial objectives to build a custom portfolio.

    DEDICATED RELATIONSHIP MANAGEMENT TEAM

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

    PROFESSIONAL INVESTMENT MANAGEMENT

    For high net-worth individuals and families.

    ACTIVE MANAGEMENT OF DISCIPLINED INVESTMENT STRATEGIES

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

    Who We Are

    Laffer Tengler Investments is a boutique, professional investment management firm for high net-worth individuals and families. We offer active management of disciplined investment strategies based on the firm’s proprietary investment philosophy and research. Each of our clients enjoys a dedicated relationship management team in addition to our expert financial advisors.

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    What We Do

    Our boutique firm offers a full array of wealth management services for you and your family. Whether you are seeking investment management services, or direction in managing your family’s complex wealth management needs, we offer solutions, in-house or in conjunction with third party professionals, for your wealth management objectives.

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    Catherine Lafee

    Senior Relationship Manager

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