Nancy Tengler is the Chief Investment Officer for Laffer Tengler Investments (LTI), and the senior female officer of the firm.
As the leader of the Laffer Tengler’s investment team, Nancy is responsible for active equity management research and portfolio management, as well as, directing the firm’s wealth management services.
Nancy is the strategy leader for the Laffer Tengler Investments Concentrated Equity, Dividend Growth, Equity Growth, Equity Income and Strategic Equity Income portfolios and a team member for the Global Equity portfolio.
Ms. Tengler pioneered two-time tested valuation metrics: Relative Dividend Yield (RDY), and Relative Price to Sales (RSPR). RDY and RSPR are utilized in the Equity investment management discipline of Laffer Tengler’s Strategies.
Nancy has been a committed advocate for Women’s financial education and empowerment for over four decades and as the leader of LTI’s Women & Wealth program, utilizes current research and topics from her book, “The Women’s Guide to Successful Investing” with a goal to guide woman to take charge of their finances.
In addition, Nancy is a role model to other women in the financial services industry and she strives to educate peers and employees how she navigates in the industry and became a successful Investment Manager.
As one of the most dynamic women in the investment management industry today, Nancy is a sought-after TV and print financial commentator on local and national media outlets and is regular columnist for USA Today.
Prior to joining Laffer Tengler, Nancy had a distinguished investment management career in several senior leadership roles often as the only and/or most senior female leader within the organization. Most recently, she served as Chief Investment Officer at Heartland Financial and Director of Arizona Bank & Trust. Nancy has served as President, Chief Executive Officer and Chief Investment Officer of Fremont Investment Advisors in San Francisco. Prior to this role she was President and Chief Investment Officer of Global Alliance Value Investors. She also worked for UBS Asset Management as Head of the Value Equities Group. Spare, Tengler, Kaplan and Bischel, Ltd. as President and Senior Portfolio Manager.