Products & Services

Portfolio Styles

  • US Equities
  • Global Equities
  • Equity Income
  • US Balanced
  • Global Balanced

Customized Portfolios

  • Client Specific Asset Allocation
  • Estate and Tax optimization
  • Yield Portfolios
  • Total Return Targeted Portfolios
  • Thematic Investment Portfolios
    – American Renaissance Portfolio
    – European Select Portfolio
    – Bulldog Portfolio

The C.J. Lawrence investment process, from research through to implementation, is the singular focus of our portfolio managers.