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Introducing TGLR: Laffer Tengler Equity Income ETF

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Order Nancy’s New Book Today!

Now available for purchase! The Women’s Guide to Successful Investing: Achieving Financial Security and Realizing Your Goals 2nd ed. 2023 Edition.

from Amazon.com as of 09-12-23. 

Rankings may change and are determined solely by Amazon based upon current sales statistics.

BUY NOW

Order Nancy’s New Book Today!

Now available for purchase! The Women’s Guide to Successful Investing: Achieving Financial Security and Realizing Your Goals 2nd ed. 2023 Edition.

BUY NOW

Rankings may change and are determined solely by Amazon based upon current sales statistics.

BUY NOW

Rankings may change and are determined solely by Amazon based upon current sales statistics.

Our Third-Party Rated Strategies


MORNINGSTAR DISCLOSURES
These ratings were awarded by Morningstar as of Dec. 31, 2023, based on information from inception to Dec. 31, 2023. Laffer Tengler Investments, Inc. does not compensate Morningstar to be provided a rating; however, we do pay Morningstar to obtain other products and services available from them or the affiliates. Information about the Morningstar Rating system, including the calculation methodology used to assign “star” ranking can be found here.

PSN TOP GUN DISCLOSURES
Laffer Tengler Investments’ Equity Income Strategy was named Top Gun 6 rating, meaning our Equity Income Strategy had an r-squared of 0.80 or greater relative to the style benchmark for the recent five-year period. Moreover, the strategy’s returns exceeded the style benchmark for the three latest three-year rolling periods. Products are then selected which have a standard deviation for the five-year period equal or less than the median standard deviation for the PSN Managed Account US Value peer group. The top ten information ratios for the latest five-year period then become the 6 Star Top Guns. Laffer Tengler Investments, Inc. does not compensate Zephyr to be provided a rating; however, we do pay Zephyr for use of the logo.

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Wealth Management services for high net-worth individuals and families.  

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Investment strategies to meet the needs of professional financial advisors

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Investment strategies and Management services for consultants and institutions.

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News & Media Appearances

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“Laffer Tengler Investments is committed to the transparent and collaborative management of your wealth.  We don’t use pie charts, rather we customize each portfolio to meet your unique needs.

We strive to work together with you to achieve your financial goals within a well-defined risk tolerance profile.  We do so employing, time-proven, proprietary valuation disciplines and a rigorous fundamental research approach.”

NANCY TENGLER, CIO & CFO
LAFFER TENGLER INVESTMENTS
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“Successful investing relies on discipline, process, and people.  With people being the most unique and important ingredient in the investment recipe we bring to the table for our clients.

It is the unique and talented team I work with that makes the investment dining experience so fulfilling and successful for us and our clients at Laffer Tengler Investments.”

Arthur B. Laffer, Jr., PRESIDENT
LAFFER TENGLER INVESTMENTS
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