C.J. Lawrence’s Strategies Hit $3 Billion UIT Sales Milestone at Advisors Asset Management

Innovative portfolio approach captures long-term market trends, with flagship Bulldog Portfolio contributing $2 billion to total UIT sales.

New York, NY — September 9, 2024 —C.J. Lawrence (CJL) is pleased to announce that according to the Advisors Asset Management (AAM) August 13, 2024 press release, AAM exceeded $3 billion in cumulative unit investment trusts (UIT) sales, where CJL serves as the portfolio consultant, including $2 billion in CJL’s flagship Bulldog Portfolio.

The AAM UITs where CJL acts as portfolio consultant seek to provide above-average total return primarily through capital appreciation. CJL has a long-term record of utilizing its portfolio strategy expertise to build innovative portfolios that potentially benefit from longer-term market trends.

“AAM’s mission is to grow the products and services we provide to advisors. As such, we are pleased to announce this achievement highlighting our UIT offerings from our trusted strategic partner, C.J. Lawrence,” said Richard Stewart, CFA, Executive Vice President of UITs at AAM. “CJL’s distinct approach targeting companies with great financial strength, a focus on innovation, economies of scale, product or service differentiation, and management talent has helped lead to this achievement.”

“We take pride in this milestone, as it is reflective of our approach and our thematic portfolios, which are designed to meet and at times exceed our clients’ investment goals,” said Bernhard Koepp, CEO of C.J. Lawrence. “Our investments in companies embodying ‘Bulldog’ characteristics have proven effective.”

CJL defines “Bulldog” companies as established industry leaders who have a proven track record of taking and defending market share in their respective sectors. According to CJL, “Bulldogs” tend to be companies that are fierce competitors with long-term records and potential to dominate in an ever-changing competitive landscape.

CJL serves as the portfolio consultant for the:

• Bulldog Portfolio – A portfolio of stocks seeking above average total return primarily through the capital appreciation of investment in a portfolio of stocks with the potential to take advantage of the current global economic landscape.
• Bulldog International Portfolio – A portfolio of stocks seeking above average total return through investment in a portfolio of company stocks defined as “Bulldogs” organized or headquartered outside of the United States.
• American Renaissance Portfolio – A portfolio of stocks chosen by CJL through its “American Renaissance” criteria, which identifies companies with the potential to take advantage of the current economic landscape and that seek above average total returns primarily through capital appreciation.

Learn more about AAM’s UITs here.

About C.J. Lawrence

C.J. Lawrence, is a New York-based investment management boutique with a legacy dating to 1864, providing customized portfolios to individuals, families and institutions. It combines the talents of a highly experienced portfolio management team with an environment centered on providing customized investment management. For more information go to cjlawrence.com.

C.J. Lawrence® is a trademark of Cyrus J. Lawrence LLC and is a Registered Investment Advisor with the SEC.

About Advisors Asset Management

For 45 years, AAM has been a trusted resource for financial advisors and broker/dealers. The firm offers access to alternatives, exchange-traded funds, the fixed income markets, managed accounts, mutual funds, structured products, and unit investment trusts. AAM is a part of SLC Management, the institutional alternatives and traditional asset management business of Sun Life. For more information, visit www.aamlive.com.

Unit Investment Trusts (UITs) are sold only by prospectus. You should consider the trust’s investment objectives, risks, charges and expenses carefully before investing. Contact your financial professional or call Advisors Asset Management at 866-606-7220 to request a prospectus, which contains this and other information about the trust. Read it carefully before you invest or send money.