Press Releases

Advisors Asset Management Surpasses $3 Billion
in C.J. Lawrence® Cumulative UIT Sales

MONUMENT, COLO. — August 13, 2024 — Advisors Asset Management (AAM), a leading investment solutions provider, announced today that it exceeded $3 billion in cumulative unit investment trusts (UIT) sales where C.J. Lawrence (CJL) serves as the portfolio consultant, including $2 billion in CJL’s flagship Bulldog Portfolio.

“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 that have great financial strength, innovation, economies of scale, product or service differentiation, and management talent has helped lead to this achievement.”

CJL is a New York-based investment management boutique providing customized portfolios to individuals, families and institutions. 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 can potentially benefit from longer-term market trends.

“We take pride in this milestone as it is reflective of our approach and custom portfolios that have met and exceeded investment goals and needs,” 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 given their long-term record and potential to dominate in an ever-changing competitive landscape.

CJL is the portfolio consultant to:

• Bulldog Portfolio – The trust seeks to provide above average total return primarily through capital appreciation by investing in a portfolio of stocks with the potential to take advantage of the current global economic landscape.
• Bulldog International Portfolio – The trust seeks to provide above average total return by investing in a portfolio of stocks of companies defined as "Bulldogs" and are organized or headquartered outside of the United States.
• American Renaissance Portfolio – a portfolio of stocks seeking above average total return primarily through capital appreciation and chosen by CJL through its "American Renaissance" criteria which identifies companies with the potential to take advantage of the current economic landscape.

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.

In 2023, AAM facilitated over $36 billion in combined sales and investments through 16,700 financial professionals industry-wide who accessed AAM’s investment solutions platform.*

*Of the $36 billion, approximately $9 billion were Exchange-Traded Fund (ETF), Managed Account (SMA), Mutual Fund, and Unit Investment Trust (UIT) assets, while $27 billion was in Fixed Income securities, including bonds and Structured Products.

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.

Advisors Asset Management, Inc. (AAM) is a SEC-registered investment advisor and member FINRA/SIPC. | Registration does not imply a certain level of skill or training. | 18925 Base Camp Road | Monument, CO 80132

For more information, visit www.aamlive.com | X (Twitter): @aamlive | LinkedIn: https://www.linkedin.com/company/advisors-asset-management-inc-/

CRN: 2024-0808-11905 R