Scottsdale, AZ Office

Team
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Laffer Tengler Investments, Inc.

Team

Firm-wide stats for Laffer Tengler Investments, Inc.

Total advisors

11

Across 5 offices

Clients per advisor

22 Very Low

Avg AUM per client

$2,385,454 Very High

HNW client ratio

40% High

About

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.

Based on Laffer Tengler Investments, Inc.

Expertise

Active portfolio management Factor investing / smart beta

Based on Laffer Tengler Investments, Inc.

Location

6730 N. Scottsdale Rd, Suite 230

Scottsdale AZ 85253

Advisors at this office

7

Advisors at this office

user avatar

James M

Series 65

Scottsdale, AZ

Laffer Tengler Investments, Inc.

James Meyers is a financial advisor at Laffer Tengler Investments, Inc. in Scottsdale, AZ, holding a Series 65 credential with four years of industry experience. His prior work includes time at The Herbst Group, LLC. Laffer Tengler Investments offers discretionary and non-discretionary portfolio management, model delivery to other advisers, and wrap-fee program management for individual, high-net-worth, institutional, and specialty clients. The firm combines quantitative modeling and macroeconomic forecasting with fundamental security analysis across various asset types and operates an actively managed equity income ETF.

Active portfolio management Factor investing / smart beta
user avatar

Austin F

CFA®

Scottsdale, AZ

Laffer Tengler Investments, Inc.

Austin Filiere is a CFA® charterholder currently with Laffer Tengler Investments, Inc. in Scottsdale, AZ. He previously worked with T. Rowe Price and Capital Insight and has experience in the sports industry with the Philadelphia Phillies and Chicago Cubs. Laffer Tengler Investments serves individual, high-net-worth, institutional, and intermediary clients by offering discretionary portfolio management, model portfolio delivery, and wrap fee program management. The firm employs a combination of quantitative modeling, macroeconomic forecasting, and fundamental security analysis across proprietary strategies and acts as both a model sponsor and ETF sub-adviser.

Active portfolio management Factor investing / smart beta
user avatar

Lauren W

CFA®, Series 63

Scottsdale, AZ

Laffer Tengler Investments, Inc.

Lauren West is a CFA® charterholder and holds a Series 63 license, currently serving as a financial advisor at Laffer Tengler Investments, Inc. in Scottsdale, AZ, with one year of industry experience. Her prior roles include positions at CIVANA Wellness Resort & Spa and Delta Air Lines, and she spent eight years at Berman Capital Advisors. Laffer Tengler Investments provides portfolio management, model delivery, and wrap-fee program management for individual, high-net-worth, institutional, and specialty clients. The firm combines quantitative modeling and macroeconomic forecasting with fundamental security analysis to manage strategies across various asset classes, including an actively managed equity income ETF.

Active portfolio management Factor investing / smart beta
user avatar

Gavin G

Series 65

Scottsdale, AZ

Laffer Tengler Investments, Inc.

Gavin Grabowski is a financial advisor with Laffer Tengler Investments, Inc. He holds a Series 65 designation and has one year of industry experience. Prior to joining Laffer Tengler, he worked at JOEY Restaurant Group and Green Street. Outside of finance, he participates in modeling for clothing advertisements through a licensed agency. Laffer Tengler Investments provides discretionary and non-discretionary portfolio management, model delivery, and wrap-fee program management for individual, high-net-worth, institutional, and specialty clients. The firm combines quantitative modeling and macroeconomic forecasting with fundamental security analysis to manage strategies across various asset classes, including ETFs and equities.

Active portfolio management Factor investing / smart beta
user avatar

Alex V

CFA®, Series 63

Scottsdale, AZ

Laffer Tengler Investments, Inc.

Alex Van Iderstine is a CFA® charterholder and Series 63 licensee with five years of industry experience. He currently works at Laffer Tengler Investments, Inc. and previously held positions at Exchange Traded Managers Group and AXA Advisors, LLC. Outside of finance, he has experience working in the seafood industry with Steve and Mike's Shellfish. Laffer Tengler Investments provides discretionary and non-discretionary portfolio management, model delivery to other advisers, and wrap-fee program management for individual, high-net-worth, institutional, and specialty clients. The firm combines quantitative modeling and macroeconomic forecasting with fundamental security analysis across various asset classes and operates an actively managed equity income ETF.

Active portfolio management Factor investing / smart beta
user avatar

Catherine L

Series 63, Series 65

Sottsdale, AZ

Laffer Tengler Investments, Inc.

Catherine Lafee is a financial advisor at Laffer Tengler Investments, Inc. with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including ButcherJoseph Asset Management, Sable Capital, Arizona Bank & Trust, LPL Financial, and Waddell & Reed. Laffer Tengler Investments provides discretionary and non-discretionary portfolio management, model delivery, and wrap-fee program management for individual, high-net-worth, institutional, and specialty clients. The firm combines quantitative modeling and macroeconomic forecasting with fundamental security analysis, offering actively managed strategies across various asset classes and serving as a sub-adviser and model provider to other advisers and wrap program sponsors.

Active portfolio management Factor investing / smart beta
user avatar

Byron A

Series 65, Series 66

Scottsdale, AZ

Laffer Tengler Investments, Inc.

Byron Anderson II is a financial advisor at Laffer Tengler Investments, Inc. with 23 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Mutual Securities, Inc., Mutual Advisors, LLC, and LPL Financial, LLC. Outside of his advisory roles, he has been involved with Emerald Water Anglers. Laffer Tengler Investments provides discretionary and non-discretionary portfolio management, model delivery, and wrap-fee program management for individual, high-net-worth, institutional, and specialty clients. The firm combines quantitative modeling and macroeconomic forecasting with fundamental security analysis to manage a range of investment strategies across multiple asset classes.

Active portfolio management Factor investing / smart beta
View complete list of advisors at this office
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