C.J. Lawrence’s Bulldog Portfolio Sponsored by Advisors Asset Management Surpasses $1 Billion in Sales

C.J. Lawrence® a leading investment advisor, in partnership with Advisors Asset Management (AAM), announced today that its Bulldog Portfolio exceeded $1 billion in cumulative sales.


C.J. Lawrence serves as the portfolio consultant to the Bulldog Portfolio. The Bulldog Portfolio consists of unit investment trusts (UITs) that seek to provide above-average total return primarily through capital appreciation, focusing on stocks of companies that are aggressive and tenacious about taking and defending market share. “The Bulldog Portfolio concentrates on companies with the potential to deliver real sustainable earnings growth, no matter the surrounding economic environment,” said Bernhard Koepp, CEO of C.J. Lawrence. “This milestone achievement is a rewarding confirmation of our selection criteria and our continued partnership with AAM.”

“We are proud to have reached this milestone with our Bulldog Portfolio,” said Richard Stewart, CFA, Executive Vice President of UITs at AAM. “Bulldog companies possess characteristics such as a proven track record of long-term dominance in their respective industry and the ability to adapt to changing landscapes. These characteristics, among others, have proven to be paramount, especially now.”

About C.J. Lawrence®

C.J. Lawrence is a boutique investment management firm based in New York City with a legacy dating to 1864. C.J. Lawrence combines the talents of a highly experienced portfolio management team within an environment centered on offering good investing advice. C.J. Lawrence is an independent, privately owned, SEC‐registered investment advisor that specializes in separately managed accounts for high net worth individuals or families, and institutions.

C.J. Lawrence is located at 400 Madison Ave., New York, NY 10017. Toll-Free: 1-877-466-1783. For more information, please visit https://cjlawrence.com.

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