C.J. Lawrence is a boutique investment advisory firm based in New York, NY, specializing in investment management services for high net worth individuals and family offices. With a core competency in research and implementation, their portfolio managers construct client-specific separately managed accounts, offering maximum transparency and tailored to suit any estate planning need. Their investment approach is centered around the belief that superior portfolios are built on exceptional companies, positioning investors to benefit from evolving market dynamics and innovation.
With a focus on providing exceptional service and support, C.J. Lawrence prides itself on its limited number of high net worth clients. Their portfolio management system allows for customized reporting and interfaces with most custodians, with Fidelity serving as their prime custodian at no additional cost. Additionally, their Bulldog equity and balanced portfolios are available on third-party platforms, such as Envestnet and Brinker, while their thematic unit investment trusts (UITs) can be accessed through Advisors Asset Management (AAM) at major wire houses and wherever C.J. Lawrence is an approved manager.
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