Laffer Tengler Investments
Laffer Tengler Investments takes a strategic, data-driven approach to managing client assets. The firm is committed to crafting a strategy for clients that manage their objectives, risk tolerance, and time frame. It focuses on minimizing costs by directly managing core equity strategies and using ETFs and low-cost funds for non-core holdings. LTI also offers a sophisticated proprietary risk management process that dynamically reduces equity exposure during dramatic downturns.
STRATEGIES
Concentrated Equity Strategy
This strategy is a low-turnover, high conviction, deeply concentrated portfolio that holds the 12 best idea positions from the Equity Growth and Equity Income strategies.
Convertible Strategy
This strategy is a bottom-up, value-driven discipline that utilizes convertible bonds and convertible preferred stocks to seek out opportunities for maximizing total return.
Dividend Growth Strategy
This strategy uses fundamental stock evaluation to provide a high level of current dividend yield as well as ongoing price appreciation.
Dynamic U.S. Inflation Strategy
This strategy uses both macroeconomic and financial data to create investment portfolios that will outperform inflation over time.
Equity Growth Strategy
This strategy is a portfolio of large-cap U.S. stocks with a primary focus on growth through high-quality, attractively valued stocks.
Equity Income Strategy
This portfolio uses fundamental analysis to evaluate and select stocks with attractive dividend yield, growth, and the potential for capital appreciation.
Fixed Income Strategy
This strategy utilizes ETFs to build diversified portfolios of fixed income investments.
Global Equity Strategy
This strategy uses quantitative analysis of economic data and various indicators to build a portfolio to take advantage of broad macroeconomic investment opportunities.