C.J. Lawrence Re-established as Independent Investment Management Firm

Experienced Executive Team Leads Rebirth

NEW YORK (Sept. 10, 2015) C.J. Lawrence, a legendary Wall Street firm dating back to 1864 and acquired by Morgan Grenfell Group in 1986, which in turn was acquired by Deutsche Bank A.G., has been re-established as a registered investment advisor by a management team long affiliated with the firm.


James E. Moltz, Chairman


Bernhard Koepp, CEO

C.J. Lawrence, LLC., launched in January 2015, constitutes the former investment management team of ISI Inc. The re-established C.J. Lawrence combines the talents of a highly experienced portfolio management team that has more than 100 years of combined investment experience. Principals include the former CEO and Chief Investment Strategist of C.J. Lawrence, Inc., James E. Moltz, who serves as Chairman, CEO Bernhard Koepp, and Senior Managing Directors Bruce Benedict, and Terry Gardner, Jr.

For over a century the name C.J. Lawrence has been synonymous with high quality investment advice

said Chairman Jim Moltz. “Our goal is to achieve the optimal balance between total return and risk management with first class personal service.”

The group has broad experience in macroeconomics, portfolio structure, and individual security analysis. Capitalizing on this background, clients’ investments are managed in a single portfolio that is tailor-made to meet their objectives.

Our highly experienced team of portfolio managers has worked together for many years, either under the C.J. Lawrence banner or as part of Morgan Grenfell, Deutsche Bank and ISI. C.J. Lawrence is in our DNA, and we are proud to be able to once again carry the name and its standards forward,

said CEO Bernhard Koepp.

We believe investors are seeking experienced and trusted advisors to steer them through today’s volatile markets

added Terry Gardner, Portfolio Strategist and Head of Business Development. He emphasizes that “in many cases our clients have been with us for years and some for several generations, which is a tribute to our long-term investment horizon and quality of service.”

About Cyrus J. Lawrence LLC

Cyrus J. Lawrence, LLC (C.J. Lawrence) was formed in January 2015 as an independent registered investment advisor. The firm’s founders constitute the former principals of ISI’s investment management division. CJ Lawrence offers managed account services to individuals, families, and institutions seeking platinum level service and customized portfolio management.

The original Cyrus J. Lawrence & Sons, was founded in 1864 and thrived as an independent investment and research firm until it was acquired 1986 by London based Morgan Grenfell Group, which was, in turn, acquired by Frankfurt based Deutsche Bank A.G. in 1989. As an independent firm, CJ Lawrence garnered a reputation as one of Wall Street’s leading investment research boutiques.

C.J. Lawrence and Cyrus J. Lawrence are trademarks of Cyrus J. Lawrence LLC. CJL is a registered investment advisor.

For more information, please visit our website at www.cjlawrence.com

Related Posts