C.j. Lawrence

Cyrus J. Lawrence LLC, operating as C.J. Lawrence®, is a New York-based investment management firm established in November 2014, with a legacy dating back to 1864. The firm specializes in providing investment portfolio construction and customization services to individuals, families, foundations, and institutions. Their core services include managing core-equity, balanced, and equity-income portfolios for high net worth and institutional clients. The investment strategy is based on fundamental research with a longer-term horizon of three to five years, aiming for diversification among sectors and individual security selection. The firm also conducts in-depth research on major economic trends and provides reports and videos on market analysis. Additionally, they offer fixed income allocations for balanced accounts and may invest in ETFs and structured notes for exposure to various asset classes. The firm does not charge performance-based fees, and clients have the option to participate in wrap fee programs. The minimum relationship size for investment management services is $1,000,000, and the firm does not engage in options or derivative strategies. As a fiduciary, the firm does not accept or maintain custody of client assets and has policies in place to ensure fair and equitable treatment of all clients. Clients receive regular account reviews and performance reports, and the firm has a proxy voting policy to vote in the best interests of clients. The firm has not been involved in any legal or disciplinary events that would impact client evaluation.