# Laffer Tengler Investments

Laffer Tengler Investments is a RIA based in Scottsdale, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Scottsdale, United States
- **Region:** North America
- **Address:** Nashville, TN, United States
- **Founded:** 1999
- **Assets under management:** Undisclosed
- **Website:** laffertengler.com

## Regulatory record

- **CRD number:** 108068
- **SEC file number:** 801-56953
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-26T00:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/108068

## About

Laffer Tengler Investments is a boutique investment firm. Clients work directly with experienced professionals on disciplined, personal, relationship-driven wealth management. The firm uses proprietary valuation metrics and fundamental research, including a 12-factor process, and offers concentrated, conviction-driven investment strategies.

## Sectors

- Equities
- Fixed Income
- Dividend Growth
- Tax-Advantaged Investing

## People

- Arthur B. Laffer — Chief Economist / Co-Founder
- Nancy Tengler — CEO / CIO

## Questions

### Who runs investment decisions at Laffer Tengler Investments?

Nancy Tengler serves as CEO and Chief Investment Officer, directing portfolio construction and day-to-day investment decisions. Arthur Laffer, the co-founder, provides macroeconomic perspective but is not involved in day-to-day stock selection (per the firm's regulatory filings).

### Does Laffer Tengler manage mutual funds or only separate accounts?

The firm manages both separately managed accounts (SMAs) for high-net-worth individuals and institutions, and sub-advises at least one mutual fund — the Laffer Tengler Equity Income Fund (per SEC filings). Their primary vehicle is the SMA channel.

### Where did the wealth managed by Laffer Tengler come from?

The underlying assets are sourced from clients — predominantly high-net-worth individuals, endowments, and retirement plans. Arthur Laffer's personal wealth, tied to his economics consulting and speaking, is not directly managed by the firm. No family fortune is central to the firm's capital base.

### What is Laffer Tengler's known posture on co-investments?

Laffer Tengler does not market co-investment opportunities. It operates as a long-only equity and fixed-income manager, not a private capital or co-investment provider.

## Related profiles

- [Riverbridge](https://altss.com/profile/riverbridge)

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Last updated: 2026-08-11T15:07:12.582Z

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