About C.J. Lawrence

C.J. Lawrence is a New York based investment management boutique providing platinum level service and investment portfolio customization to individuals, families, and institutions. With a legacy that dates back to 1864, C.J. Lawrence was re-launched in 2014 as an independent SEC registered investment advisor. The firm combines the talents of a highly experienced portfolio management team with an environment centered only on delivering optimal results for our clients.

C.J. Lawrence’s portfolio managers, including legendary strategist James E. Moltz, utilize their extensive investment experience to anticipate changes in global markets and identify longer term investment trends for the benefit of our clients’ portfolios.

From analysis to implementation, our managers serve as our clients’ trusted advisor and investment manager. This combined approach is what sets us apart.