Laffer Tengler Investments: A Data-Driven Approach to Wealth Management

Laffer Tengler Investments is a firm that offers investment, wealth advisory, and asset management services to individuals and institutions. The firm was founded by Nancy Tengler, a veteran investor and author, and Arthur Laffer, a renowned economist and advisor. The firm’s philosophy is based on a disciplined, data-driven approach to managing assets, using proprietary valuation and research methods. In this article, we will explore the firm’s history, services, strategies, and achievements.

History

Laffer Tengler Investments was established in 2019 as a result of a merger between two firms: Tengler Wealth Management and Laffer Associates. Tengler Wealth Management was founded by Nancy Tengler in 2008 as a boutique wealth advisory firm that focused on serving women investors. Nancy Tengler has over 30 years of experience in the investment industry and has written several books on investing, including The Women’s Guide to Successful Investing. Laffer Associates was founded by Arthur Laffer in 1979 as an economic research and consulting firm that provided macroeconomic analysis and policy advice to governments, corporations, and investors. Arthur Laffer is best known for the Laffer Curve, which illustrates the relationship between tax rates and tax revenues. He has also served as an advisor to several U.S. presidents and received the Presidential Medal of Freedom in 2019.

The merger of the two firms created a unique combination of expertise and experience in the fields of economics, investing, and wealth management. The firm’s mission is to provide clients with customized solutions that meet their financial goals and objectives.

Services

Laffer Tengler Investments offers a range of services to its clients, including:

• Investment management: The firm manages portfolios of stocks, bonds, ETFs, and other securities for clients, using various strategies that suit their risk tolerance, time horizon, and income needs.
• Wealth advisory: The firm provides comprehensive financial planning and advice to clients, covering topics such as retirement planning, estate planning, tax planning, charitable giving, education funding, and insurance.
• Asset management: The firm offers institutional asset management services to clients such as foundations, endowments, pension funds, corporations, and family offices. The firm also sponsors an ETF product called TGLR: Laffer Tengler Equity Income ETF, which invests in high-quality dividend-paying stocks.

The firm’s services are delivered by a talented team of professionals that includes portfolio managers, analysts, advisors, economists, and support staff. The firm’s CEO and Chief Investment Officer is Nancy Tengler, who oversees the investment process and strategy. The firm’s Chief Economist is Arthur Laffer, who provides macroeconomic insights and guidance. The firm also has several senior advisors who have extensive experience and knowledge in various fields.

Strategies

Laffer Tengler Investments employs a disciplined, data-driven approach to managing assets for its clients. The firm uses proprietary valuation and research methods that are based on fundamental analysis, quantitative analysis, and behavioral finance. The firm’s strategies include:

• Equity Income: This strategy invests in high-quality large-cap stocks that have an above-market dividend yield and strong dividend growth potential. The strategy seeks to provide income and capital appreciation for clients.
• Fixed Income ETF: This strategy uses exchange-traded funds (ETFs) that invest in fixed-income securities such as government bonds, corporate bonds, municipal bonds, and mortgage-backed securities. The strategy seeks to provide a competitive level of income and price appreciation for clients.
• Dynamic U.S. Inflation: This strategy uses macroeconomic and financial information to create portfolios that aim to outperform the rate of U.S. inflation over a full market cycle of 3-5 years. The strategy uses various asset classes such as equities, commodities, real estate, currencies, and inflation-protected securities.

The firm’s strategies are regularly monitored and adjusted according to market conditions and client needs. The firm also provides performance reports and commentary to clients on a monthly or quarterly basis.

Achievements

Laffer Tengler Investments has achieved several milestones and recognitions since its inception. Some of the firm’s achievements include:

• Managing over $1 billion in assets under management as of March 31, 2023.
• Receiving a 6-star rating from PSN Top Guns for its Equity Income Strategy for the five-year period ending March 31, 2023. This rating means that the strategy had an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period and outperformed the benchmark for the three latest three-year rolling periods.
• Receiving a 5-star rating from Morningstar for its Equity Income Strategy for the three-year period ending March 31, 2023. This rating means that the strategy was among the top 10% of its peer group based on risk-adjusted returns.
• Launching the TGLR: Laffer Tengler Equity Income ETF in February 2023, which is the first ETF product sponsored by the firm.
• Publishing the second edition of The Women’s Guide to Successful Investing by Nancy Tengler in April 2023, which is a comprehensive and practical guide for women investors of all ages and stages.

Conclusion

Laffer Tengler Investments is a firm that offers investment, wealth advisory, and asset management services to individuals and institutions. The firm’s philosophy is based on a disciplined, data-driven approach to managing assets, using proprietary valuation and research methods. The firm’s history, services, strategies, and achievements reflect its commitment to providing clients with customized solutions that meet their financial goals and objectives. Laffer Tengler Investments is a firm that combines expertise, experience, and excellence in the fields of economics, investing, and wealth management.