Laffer Tengler Investments
Laffer Tengler Investments, Inc. is a Nashville-based registered investment adviser offering asset management and advisory services primarily to high net worth individuals, individual investors, insurance companies, charitable organizations, government entities, and corporations. The firm, employing around 13-15 staff, provides portfolio management, investment policy guidance, and custom investment solutions. It operates in the United States and has a reputation for a disciplined approach to investing and client-focused services.
Investment Strategy
Laffer Tengler Investments specializes in portfolio management with a strong focus on equities and diversification, managing portfolios across a range of industries and asset classes. Their strategy emphasizes disciplined, research-driven security selection aimed at achieving long-term capital appreciation while seeking prudent risk management. The firm adapts to market developments, as evidenced by recent additions to holdings in technology, financials, and consumer sectors, and frequently adjusts portfolios to respond to new opportunities and market risks. They serve a diverse client base including high net worth individuals, insurance companies, and institutional clients.
Top Holdings
Equity Positions (129)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AVGO | BROADCOM INC | 4.54% | $25.4M | 92,327 | $74.91 | $275.65 | +$7.5M |
M MSFT | MICROSOFT CORP | 4.19% | $23.5M | 47,261 | $300.14 | $497.41 | +$5.6M |
G GS | GOLDMAN SACHS GROUP INC | 3.26% | $18.3M | 25,853 | $368.05 | $707.75 | +$3.1M |
A AAPL | APPLE INC | 3.07% | $17.2M | 83,900 | $187.96 | $205.17 | +$7.3M |
A AXP | AMERICAN EXPRESS CO | 2.86% | $16.0M | 50,273 | $190.26 | $318.98 | +$1.6M |