C.J. Lawrence

Financial Services - New York, NY, US

C.J. Lawrence Employees
Bernhard Koepp

CEO - Managing Member

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Carlos Zavala

Vice President

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Meredith Nems

VP

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Terry Gardner

Investment Advisor and Portfolio Strategist

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C.J. Lawrence Senior Management
Bernhard Koepp

CEO - Managing Member

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C.J. Lawrence Details

C.J. Lawrence is a New York based investment management boutique providing platinum level service and investment portfolio customization to individuals, families, and institutions. With a legacy that dates back to 1864, C.J. Lawrence was re-launched in 2014 as an independent SEC registered investment adviser. The firm combines the talents of a highly experienced portfolio management team with an environment centered only on delivering optimal results for our clients.Full Disclosure: Nothing on this site should be considered advice, research or an invitation to buy or sell securities, refer to terms and conditions page for a full disclaimer at https://cjlawrence.com/terms-conditions/.

C.J. Lawrence logo, C.J. Lawrence contact details
Website: cjlawrence.com
Employees: 10 - 19
HQ: 877-446-1783
Location: New York, NY, US
Revenue: 1 - 2.5 Million
Investment Management Investment Portfolio Customization Portfolio Strategy Foundations and Endowments Global Investing Thematic Investment Portfolios Estate and Tax Optimization Bulldog Portfolio European Select Portfolio American Renaissance Portfolio Client Specific Asset Allocation Investment Research Unit Investment Trust (UIT) Institutional Investments SEC Registered Investment Advisor RIA Investment Process Platinum Service
C.J. Lawrence Technologies
Email Providers

Mimecast

CMS

WP Engine

Other

Microsoft Office 365

Hosting

Google Cloud Hosting

Analytics and Tracking

Google Analytics

CSS and JavaScript Libraries

Bootstrap Framework

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