Laffer Tengler Investments

What Laffer Tengler Investments does

Laffer Tengler Investments, Inc. is a privately held, SEC-registered investment adviser founded in 2019 and headquartered in Scottsdale, Arizona, offering a coordinated suite of separately managed account (SMA) strategies to high-net-worth individual investors and financial professionals (RIAs). The firm operates a coordinated suite of nine SMA strategies spanning equity (New Era Value, Dividend Growth, Equity Growth, Macro Cycle Opportunities, 12 Best Ideas), income and inflation hedging (Dynamic US Inflation, Convertibles, Fixed Income, Bespoke Bond Portfolios), all underpinned by a proprietary 12-factor fundamental research process. It also sub-advises the Wedbush Laffer Tengler New Era Value ETF (TGLR), an actively managed NYSE-listed ETF for which Wedbush Fund Advisers assumed advisory responsibility in April 2026.

The business model is asset-under-management-based: revenue is generated through investment advisory fees on separately managed accounts and the sub-advised ETF, with no publicly disclosed fee schedule. Distribution is multi-rail, combining direct sales to HNWI investors, partnerships with RIA/aggregator platforms, and ETF marketplace availability through Wedbush, supported by Pershing as custodian. The firm is led by CEO and CIO Nancy Tengler and President Arthur B. Laffer, and is an affiliate of ButcherJoseph & Co with no disclosed institutional or PE ownership.

Operationally, Laffer Tengler is a boutique organization (11–50 employees) that competes on direct portfolio-manager access, research-driven high-conviction positioning, and a relationship-led service model. Its go-to-market is sales-led for the RIA channel and direct-to-consumer for individual investors, layered with an outsized media and thought-leadership presence (Bloomberg, CNBC, Fox Business, Reuters TV, Yahoo Finance, Larry Kudlow Show, and the firm's own weekly 'The Laffer Tengler Take' podcast). Its 12 Best Ideas strategy functions as a concentrated expression of its core equity research, while Macro Cycle Opportunities extends the platform into thematic secular trends (Robotics, Space, Quantum, Power, Materials).

Name

Laffer Tengler Investments

Legal name

Laffer Tengler Investments, Inc.

Website

https://laffertengler.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

11–50 employees

Short description

Laffer Tengler Investments is a Scottsdale-based, SEC-registered boutique RIA offering equity, income, and fixed income SMA strategies plus the sub-advised TGLR ETF, serving high-net-worth individuals and financial professionals through a proprietary 12-factor research process.

Ownership category

akta.pro rank

Product category

Active Equity & Fixed Income Investment Management

NAICS

Portfolio Management and Investment Advice (523940), Open-End Investment Funds (525910)

SIC

Investment Advice (6282)

akta.pro primary industry

Large-Cap Equity (Active) (FSAAAIAA)

akta.pro secondary industries

Style Equity — Value (Active) (FSAAAIAH), Structured Products & Derivatives for Wealth Clients (Notes, Options, Hedging) (FSAAABAJ)

Keywords

• Equity investment management
• Separately managed accounts
• Active equity strategies
• Investment advisory services
• Wealth management firm

Headquarters

HQ city

Brentwood

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Investment Advisory Fees: Revenue generated from investment advisory services provided to clients through separately managed accounts and the firm's ETF products. Fees are likely asset-under-management (AUM) based given the nature of investment advisory services.

Go-to-market motion2 records

Distribution channels3 records

Marketing channels4 records

Core offering

Laffer Tengler Investments is a boutique investment management firm that offers equity and fixed income strategies through separately managed accounts, underpinned by a proprietary 12-factor fundamental research process. The firm sub-advises the Wedbush Laffer Tengler New Era Value ETF (TGLR) and serves individual investors and financial professionals with high-conviction, concentrated portfolio strategies.

Product overview

Laffer Tengler Investments is a boutique investment management firm offering a coordinated suite of separately managed account strategies for equity and fixed income investing. The core portfolio products span equity strategies (New Era Value, Dividend Growth, Equity Growth, Macro Cycle Opportunities, 12 Best Ideas) and income strategies (Dynamic US Inflation, Convertibles, Fixed Income, Bespoke Bond Portfolios). The firm also sub-advises the Wedbush Laffer Tengler New Era Value ETF (TGLR), an actively managed exchange-traded fund. A proprietary 12-factor research process grounded in fundamental analysis underpins all strategies, with the Dividend Growth and New Era Value serving as source strategies for the concentrated 12 Best Ideas portfolio. Nancy Tengler's authored book 'The Women's Guide to Successful Investing' extends the firm's brand into publishing.

Differentiator

Problem solved

Functional benefit

Brands

• Wedbush Laffer Tengler New Era Value ETF (TGLR): An actively managed ETF sub-advised by Laffer Tengler Investments, employing a high-conviction investment strategy focused on companies with strong cash flow generation, pricing power, and balance sheet strength.

Products and services

• New Era Value Strategy Formerly Equity Income. Invests in high quality, large-cap stocks with attractive valuations, strong growth potential, and a growing dividend. Designed for clients seeking income and growth through concentrated large-cap equity exposure.
• Dividend Growth Strategy Bottom-up, fundamental investment approach with a primary focus on a competitive current yield and growing dividend income. Targets investors seeking dividend-paying equities with dividend growth potential.
• Equity Growth Strategy Invests in high quality large-cap stocks with attractive valuations where the primary objective is growth with secondary focus on income.
• Macro Cycle Opportunities Strategy A thematic portfolio designed to benefit from secular themes driven by economies in transition, investing in companies focused on five themes: Robotics, Space, Quantum Computing, Power, and the Materials that make these transitions possible.
• 12 Best Ideas Strategy A low-turnover, high conviction, deeply concentrated portfolio that holds the 12 'best idea' positions from the Equity Growth and New Era Value strategies.
• Dynamic US Inflation Strategy A quantitatively based strategy that uses macroeconomic and financial information to create portfolios that seek to outperform the rate of U.S. inflation (measured by CPI) over a full market cycle of 3-5 years.
• Convertibles Strategy A bottom-up, value-driven discipline that utilizes convertible bonds and convertible preferred stocks to seek opportunities for maximizing total return, maintaining an average credit rating of BBB.
• Fixed Income Strategy Utilizes ETFs with underlying investments in fixed-income securities to create each portfolio. The primary objective is a competitive current level of income, with a secondary objective of price appreciation.
• Bespoke Bond Portfolios Built around individual security holdings and actively managed as market conditions evolve. Through careful credit selection, portfolio construction, and interest rate analysis, the strategy seeks to generate income while managing risk, spanning tax-exempt municipal bonds to taxable fixed income portfolios.
• Wedbush Laffer Tengler New Era Value ETF (TGLR) An actively managed ETF employing a high-conviction strategy focused on companies with strong cash flow generation, pricing power, and balance sheet strength. Listed on NYSE under ticker TGLR.
• The Women's Guide to Successful Investing A book by Nancy Tengler on achieving financial security and realizing investment goals, available for purchase on Amazon.

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Three partnerships are on record, tiered core and minor.

• Wedbush Fund AdviserscoreImplementation/ SI/ Consulting Partner · 13 April 2026Wedbush Fund Advisers assumed advisory responsibilities for the Wedbush LAFFER|TENGLER New Era Value ETF (TGLR) following reorganization from the ETF Opportunities Trust into Wedbush Series Trust. The fund is sub-advised by Laffer Tengler Investments with Portfolio Manager Nancy Tengler leading the strategy.
• ButcherJoseph & CominorOthersLaffer Tengler Investments is an affiliate of ButcherJoseph & Co, a financial services firm. The relationship provides operational or strategic affiliation rather than direct product/service integration.
• PershingminorOthersPershing provides custodial and platform services for client accounts, referenced in website footer and regulatory disclosures as a service provider.

Scale indicators2 records

Recent moves6 records

Expansion highlights4 records

Broad incumbents

• Capital Group: Capital Group is one of the largest active equity managers globally, with the American Funds complex and a growing SMA/intermediary business. It is the dominant incumbent in the active large-cap equity category Laffer Tengler competes in.
• T. Rowe Price: T. Rowe Price is a large global asset manager with active equity, fixed income, and multi-asset strategies distributed through advisors and institutions. It is the firm Laffer Tengler's new hire Austin Filiere came from and represents the broad incumbent against which Laffer Tengler competes for RIA allocations.
• American Century Investments: American Century is a diversified active asset manager offering equity, fixed income, and multi-asset strategies across mutual fund, SMA, and ETF vehicles. Comparable as a multi-strategy active manager overlapping with Laffer Tengler's equity and fixed income lineup.

Direct peers

• Ariel Investments: Ariel Investments is a boutique active equity manager focused on U.S. large-cap value with a long-term, fundamental approach. It mirrors Laffer Tengler's value-leaning equity strategies, SMA distribution, and boutique positioning.
• Tweedy, Browne Company: Tweedy, Browne is a classic U.S. value boutique running concentrated equity portfolios using deep fundamental research. Comparable to Laffer Tengler's value-oriented New Era Value and 12 Best Ideas strategies in process and target investor.
• Polen Capital: Polen Capital is a concentrated, high-conviction active equity boutique serving individual investors and financial advisors via separately managed accounts and UCITS funds. It is highly comparable to Laffer Tengler in philosophy (fundamental, concentrated, low-turnover active) and client mix (HNW individuals and RIAs).
• Manning & Napier: Manning & Napier is a mid-sized active asset manager offering fundamental equity and fixed income strategies via SMAs and mutual funds. It overlaps with Laffer Tengler's multi-strategy equity/fixed income lineup, SMA distribution model, and focus on advisor-sold active products.
• Davis Advisors: Davis Advisors is a privately held, concentrated active equity manager built around a long-term, fundamental research process. Like Laffer Tengler, it runs concentrated equity SMAs, emphasizes high-conviction positioning, and targets long-horizon individual and advisor clients.

Emerging players

• Wedbush Fund Advisers: Wedbush Fund Advisers is the sub-advisory partner that sponsors the TGLR ETF and assumed advisory duties in April 2026. As the wrapper sponsor and a fellow active ETF sub-adviser, it is both a partner and a comparable boutique manager in the active ETF space.
• WisdomTree Investments: WisdomTree is an asset manager known for thematic, factor, and income-oriented ETFs, including value and dividend strategies. Its product mix (thematic, dividend growth, fundamental factor ETFs) overlaps materially with Laffer Tengler's Macro Cycle Opportunities, Dividend Growth, and New Era Value strategies when delivered through the TGLR wrapper.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• YouTubeyoutube.com/channel/UCDtAobB6qKeI1VOkMhD2kcQ
• Xx.com/LafferTengler

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Laffer Tengler Investments