INVESTMENT ADVISORY SERVICES

At C.J.Lawrence, investment management, from research through to implementation, is our core competency.

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Managed Accounts by CJL

Our portfolio managers construct client specific separately managed accounts for high net worth individuals. CJL typically acts as the single investment advisor to our high net worth clients. Accounts can be structured to suit any estate planning need and provide maximum transparency. Our typical account relationship size is 1-10 million. For account minimums and pricing, please see our ADV.

Portfolio Types

CJL’s Managed Accounts typically fall into two categories: equities or balanced. Our balanced portfolios combine CJL’s unique Bulldog equity philosophy with a fixed income allocation. Target asset allocation can vary according to risk tolerance but is typically 60% equities and 40% fixed income. Equity-income portfolios are also available for clients with higher current income needs.

Client Service & Custody

As a boutique investment advisor, we pride ourselves on providing exceptional service and support to a limited number of high net worth clients and family offices. Our portfolio management system allows for customized reporting and can interface with most custodians, depending on client preference. CJL uses Fidelity as its prime custodian at no additional cost.

CJL on Third-Party Platforms

CJL Bulldog Equity and Balanced portfolios are available on the Envestnet and Brinker platforms. CJL’s thematic unit investment trusts (UITs) are available through our sponsor, Advisors Asset management (AAM). These UIT strategies are available at the major wire houses (Merrill, UBS, Morgan Stanley, Raymond James, etc.) and wherever CJL is an approved manager.

Principals

Bernhard Koepp

CEO & Managing Member

Bernhard Koepp

CEO & Managing Member

E. Terrence Gardner, Jr.

Partner, Portfolio Strategist

E. Terrence Gardner, Jr.

Partner, Portfolio Strategist

James E. Moltz

Chairman

James E. Moltz

Chairman

Bruce W. Benedict

Senior Managing Director

Bruce W. Benedict

Senior Managing Director
Meet The Team

C.J. Lawrence’s Investment Approach

We continually evaluate global markets, seeking the most promising opportunities for our clients. Our investment approach is centered around our core belief that superior portfolios are built on the foundation of exceptional companies, and that investors, who are positioned to benefit from evolving market dynamics and innovation, will be rewarded.

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The C.J. Lawrence investment process, from research through to implementation, is the singular focus of our portfolio managers.
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