Wealth Management
Trust Us With Your Future
Professional, disciplined portfolio strategies from a nationally-recognized investment team.
We believe that discipline is the key to sustainable, long-term returns. All of our strategies are actively managed with a focus on managing risk and producing long term results with an emphasis on income generation and capital growth. Our advising team has over 130 years of investment experience. We are committed to building strong relationships with our clients with proactive communication and service.
Our Approach
Investment Strategies
Concentrated Equity
This strategy is a low-turnover, high conviction, deeply concentrated portfolio that holds the 12 “best idea” positions from the Laffer Tengler Equity Growth and Equity Income strategies.
Global Equity
The strategy analyzes and evaluates macroeconomic and financial data in conjunction with real an expected changes to public policy in order to create a ranking on those countries that are expected to have the most attractive potential for total return. The strategy uses Exchange Traded Funds (ETFs) to implement the investment process.
Equity Income
This strategy invests in high-quality, large-cap stocks with strong growth potential and an above market dividend yield. The primary investment focus is income, with capital appreciation as a secondary objective.
Equity Growth
A Large Cap growth strategy with a secondary objective on income. The strategy seeks to own high-quality large cap stocks with attractive valuations based on our proprietary buy/sell research disciplines.
Convertible
A bottom-up, value driven discipline that utilizes convertible bonds and convertible preferred stocks to seek out opportunities for maximizing total return while dampening volatility associated with the equity markets.
Fixed Income
This strategy utilizes Exchange Traded Funds (ETFs) with underlying investments in fixed-income securities. The primary objective is to seek a competitive level of current income, with a secondary objective of capital appreciation.
Dividend Growth
Strategy designed to provide investors with an attractive current yield, a growing income stream, and long-term capital appreciation by investing in a diversified portfolio of businesses that exhibit a commitment to sustainable and growing dividends.
Dynamic U.S. Inflation
A quantitatively-based strategy that utilizes macroeconomic and financial information to create portfolios that seek to outperform the rate of U.S. inflation over a full market cycle of 3-5 years. Portfolios are built using Exchange Traded Funds (ETFs). Exposure can include, but is not limited to, domestic stocks, foreign stocks, broad market indices, commodities, bonds, currencies, and cash.
Global Revolution
The LTI Global Revolution Strategy utilizes a top-down approach that focuses on macroeconomic factors with an emphasis on broad industry sectors that play a key role in planetary decarbonization. The overriding goal of the strategy is to seek capital appreciation through diversified ETFs with low correlation to the S&P 500.