A complete list of active advisors currently associated with Laffer Tengler Investments, Inc.

Warmer can help you find a great advisor at Laffer Tengler Investments, Inc. or one who fits your needs even better.

Laffer Tengler Investments serves a mix of individual and high-net-worth clients alongside institutional and intermediary clients, including retirement plans, foundations, broker-dealers, and certain investment companies and government entities. The firm provides discretionary portfolio management for separately managed accounts, model portfolio delivery to other advisers and broker-dealers, and acts as a manager in multiple wrap fee programs. The firm combines quantitative modeling and macroeconomic forecasting with bottom-up fundamental security analysis across a range of proprietary strategies—including New Era Value, Dividend Growth, SMID, and thematic Macro Cycle Opportunities—and implements exposures using individual securities and ETFs. Laffer Tengler relies on third‑party research and specialized software, delivers model portfolios to sponsors and advisers, and serves as a sub-adviser to an actively managed ETF (TGLR). What is distinctive about Laffer Tengler is its hybrid role as both a sponsor and participant in wrap fee platforms and as an ETF sub-adviser, its operation across six offices, and its ownership ties to a holding company (ButcherJoseph Financial Holdings) with affiliated adviser entities. The firm also discloses specific governance involvement with state-level public agencies (GHADs) through senior management, and it describes processes to address potential conflicts that arise from those affiliations and roles.

To learn more about the advisors currently working at Laffer Tengler Investments, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.