THE FIRM
C.J. Lawrence, a boutique investment management firm based in New York City with a long-standing reputation for serving high-net-worth clients and institutions, is now a division of Apollon Wealth Management.
With a legacy dating back to 1864, C.J. Lawrence has built a reputation for proprietary research, disciplined portfolio management and a highly personalized approach to wealth management.
On February 24th 2025 CJL was acquired by Apollon Wealth Management, a fast growing South Carolina based wealth manager with 90+ advisors throughout the US and approximately $10 billion assets under supervision.
Investment Advisors
“Investment management is our core competency.”
With more than 160 years of combined investment experience, our investment advisors anticipate changes in global markets and identify longer term investment trends.
Analytical rigor and proprietary investment disciplines are the foundation of our account management process.
From analysis to implementation, the firm’s portfolio managers serve as your trusted investment managers and advisors. This combined approach is what sets us apart.
THOUGHT LEADERSHIP
CJL’s legacy is deeply rooted in proprietary research. The firm continues to publish regular reports on portfolio strategy, the economy, and markets. These reports are made available to our clients and are frequently quoted in the financial press. Regular market updates in video form are published on C.J. Lawrence’s YouTube channel. These videos and their transcripts can also be found on our website.
EQUITY PHILOSOPHY & PROCESS
Over the past 25 years CJL’s portfolio managers have applied a qualitative discipline to establish a buy-universe of no more than 200 stocks of companies that embody what CJL calls Bulldog characteristics. We continuously measure and review our target stock universe and consider changes in the macro and micro-outlook. Our selection process generates a portfolio of between 30 and 40 stocks which we believe have strong potential for long-term price appreciation. Our longer-term investment horizon results in relatively low turnover.
Bulldogs are companies that are intensely focused on taking market share in growing sectors. These companies dominate or disrupt their competition through a combination of financial strength, innovation, economies of scale, product or service differentiation, and management talent.
Our buy‐universe is continually measured by our valuation model and ranked by total return over a 3‐year period. Stock selection is subject to price/value standards measured against the future return of the market.
A diversified portfolio of 30 to 40 stocks is composed. Annual portfolio turnover tends to be low. Positions are eliminated or reduced if their preeminent competitive position erodes or when expected returns become modest compared to other stocks in our universe.
Our Bulldog‐equity portfolios are also available in conjunction with an allocation into fixed income.
CLIENT SERVICE & CUSTODY
C.J. Lawrence’s experienced client services professionals provide a high degree of service to a limited number of high net worth clients, family offices and institutions.
Our portfolio management system allows for customized reporting.
CJL infaces with most custodians but uses Fidelity as its default custodian at no additional cost to clients.
For institutional clients, CJL is an approved manager on the Envestnet and Orion platforms.
Advisors Asset Management (AAM) sponsors CJL’s UIT strategies, which are offered through most global investment and independent brokerage firms.
HISTORY
April 2024 – CJL’s Bulldog Portfolio UIT sponsored by AAM surpasses $2 billion in sales
2024
June 2023 – CJL awarded Top Guns distinction by Informa Financial Intelligence’s PSN manager database for Q4-2022
2023
December 2022 – PSN Top Guns names CJL on its List of Best Performing Strategies for 3Q-2022
2022
September 2022 – PSN Top Guns names CJL on its List of Best Performing Strategies for 2Q-2022
2022
April 2022 – CJL Awarded Top Guns by Informa Financial Intelligence for 4Q-2021
2022
C.J. Lawrence launches a new website and its first corporate video
2022
December 2021 – CJL Awarded Top Guns by Informa Financial Intelligence for its Bulldog-Equity Strategy
2021
October 2021 – CJL’s CEO, Bernhard Koepp interviewed by Basile Marin in French Forbes – “Comment le secteur de la gestion d’actifs réagit-il pour faire du Coronavirus une force ?”
2021
February 23, 2021 – Informa Financial Intelligence names CJL as a Top Guns Manager for its CJL Balanced and CJL Equity Strategies
2021
December 2020 – Informa Financial Solutions names CJL as a Top Guns Manager for its CJL Balanced and CJL Equity Strategies
2020
May 2020 – CJL’s Bulldog Portfolio UIT sponsored by AAM surpasses $1 billion in sales
2020
May 15, 2020 – CJL Strategist, Terry Gardner’s video including his “Tilted-V” market recovery forecast becomes the most viewed CJL YouTube video.
2020
April 2020 – CJL Launches its COVID-19 Campaign to Support Long Islanders
2020
April 2020 – Terry Gardner joins Yahoo Finance’s Alexis Christoforous and Brian Sozzi to discuss how the Coronavirus is impacting markets
2020
2020 – CJL expands to new office in Mid-Town Manhattan at 1330 Avenue of the Americas
2020
September 2019 – Investment Solutions names C.J. Lawrence as a Top Guns Manager for its CJL Balanced Strategy for 2Q-2019
2019
May 2019 – CJL Launches its YouTube Channel
2019
December 16, 2018 – CJL named Top Guns Manager for its Balanced Product for 3Q-2018 and is mentioned in Benzinga
2018
October 2018 – At the 2018 AAM Summit in Chicago, CJL’s CEO, Bernhard Koepp, ranks global digital transformation as the most significant growth opportunity for large cap investors
2018
June 2018 – Informa Investment Solutions recognizes CJL’s Bulldog-Equity Strategy as Top Guns Manager for 1Q-2018
2018
January 23, 2018 – CJL hosts its first webinar
2018
October 2017 – CJL Donates to Neediest Victims of Hurricane Maria in Puerto Rico
2017
September 2017 – CJL UIT Products Surpass $1B in Sales at AAM
2017
Former vice Chair of CJL, Charly Maxwell, shares his thoughts on the global energy markets in his special report, The Road for Nadir to Zenith Keep Existing Report
2015
Former Vice Chair of C.J. Lawrence, Charley Maxwell, shares his thoughts on the global energy markets in his special report, The Road from Nadir to Zenith.
2016
Informa Investment Solutions recognizes CJL as Top Guns Manager for 4Q-2015
2015
CJL Recognized as first time Top Guns Manager by Informa Investment Solutions, with continued recognition to the present
2015
March 2015 CJL partners with AAM
2015
Terry Gardner rejoins CJL as a portfolio manager & strategist
2015
Jim Moltz, Bruce Benedict, Bernhard Koepp relaunch Cyrus J. Lawrence
2014
ISI Inc. research broker/dealer unit merges with Evercore
2014
Jim Moltz, Bruce Benedict & Bernhard Koepp found the equity oriented account management business at ISI Inc.
1999
Barron's publishes Jim Moltz article "Bullish on Bulldogs," a widely followed strategy investing in market share dominant companies
1996
Ed Hyman forms ISI Inc.
1991
C.J. Lawrence Weekly Market Comment - Oil and Stocks Don't Mix
1990
Deutsche Bank AG acquires Morgan Grenfell / Cyrus J. Lawrence
1989
C.J. Lawrence Weekly Market Comment - CJL Market Monitor Turns Neutral
1987
Morgan Grenfell Group acquires Cyrus J. Lawrence
1986
C.J. Lawrence Weekly Market Comment - The New Nifty-fifty Index
1984
New York Times publishes profile - Lawrence: "A Wall Street Boutique That Lived"
1981
C.J. Lawrence Weekly Market Comment - Dow Above 1,000
1980
C.J. Lawrence Weekly Market Comment - Will the Volcker Rally Last?
1979
Jim Moltz appointed Chairman and President of Cyrus J. Lawrence
1973
Ed Hyman joins Cyrus J. Lawrence
1972
Bruce Benedict joins Cyrus J. Lawrence
1965
Cyrus J. Lawrence publishes "Comparative Valuation of Common Stocks," a discipline we continue to practice today
1959
Cyrus J. Lawrence & Sons - Photograph by Richard H. Lawrence
