Updated October 02, 2023
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Laffer Tengler Investments, Inc.

Investment Advisor Firm
Total assets under management$388M
Years in business25+

About Laffer Tengler Investments, Inc.

Laffer Tengler Investments is a distinguished investment management firm catering to high-net-worth individuals and families. With a strategic and data-driven approach, their team of seasoned professionals focuses on delivering optimal outcomes for clients.

What sets them apart is direct access to their CEO, Chief Investment Officer, and Portfolio Managers, ensuring a personalized strategy aligned with individual objectives. Their comprehensive approach encompasses creative liquidity management, individually structured income portfolios, and active quantitative equity risk management to pursue market returns.

Transparency and client-centricity are paramount. Laffer Tengler Investments prioritizes what matters most to clients and offers clear insights into their methods and fee structure.

As a boutique firm, they provide dedicated relationship management teams, along with expert financial advisors, to serve each client's unique needs. Whether it's investment management or comprehensive wealth management, Laffer Tengler Investments offers tailored solutions, either in-house or in collaboration with third-party professionals, to meet diverse wealth management objectives.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Private Asset Management
  2. Wealth Management

More about Laffer Tengler Investments, Inc.

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
1080688

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Pricing options

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Regulatory filings

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