Press Releases

Advisors Asset Management Surpasses $2 Billion In
Cyrus J. Lawrence Cumulative UIT Sales

MONUMENT, COLO. —April 7, 2021 — Advisors Asset Management (AAM), a leading investment solutions provider, announced today that it exceeded $2 billion in cumulative unit investment trusts (UITs) sales where Cyrus J. Lawrence (CJL) serves as the portfolio consultant.

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.

“At C.J. Lawrence®, we anticipate changes in global markets and identify longer term investment trends in order to design investment strategies that have the potential to deliver real sustainable earnings growth,” said Bernhard Koepp, CEO of C.J. Lawrence®. “A strategy that has proven fruitful with this milestone achievement.”

“C.J. Lawrence® strategies are built on the foundation of companies that offer the ability to evolve no matter the market dynamic,” said Richard Stewart, CFA, Executive Vice President of UITs at AAM. “AAM is pleased to achieve this milestone with another high-quality manager.”

CJL is the portfolio consultant to:

• American Renaissance Portfolio – UITs that seek to provide above-average total return primarily through capital appreciation, identifying companies with three key viewpoints in mind; resurgence in U.S. manufacturing, the exploitation of U.S. domestic low cost energy, and favorable long-term labor costs and housing demographics.
• Bulldog Portfolio – UITs that seek to provide above-average total return primarily through capital appreciation, focusing on stocks of companies that are aggressive and tenacious about taking and defending market share.
• European Select Portfolio – UITs that seek to provide above-average total return primarily through capital appreciation by investing in a diversified portfolio of stocks of companies organized in Europe.

About Advisors Asset Management

For over 40 years, AAM has been a trusted resource for financial advisors and broker/dealers. It offers access to UITs (unit investment trusts), open- and closed-end mutual funds, separately managed accounts (SMAs), structured products, the fixed income markets, portfolio analytics and exchange-traded funds (ETFs). 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 visit Advisors Asset Management online at www.aamlive.com/uit to obtain a prospectus, which contains this and other financial information about the trust. Read it carefully before you invest or send any money.

As with any investment, investors may lose money by investing in UITs and the trust may not perform as well as expected. Investing in UITs is a long-term strategy and investors should consider their ability to invest in successive trusts, if available. Investors also should consult a tax professional regarding the tax implications associated with investing in UITs. Securities offered through your financial professional.

Advisors Asset Management, Inc. (AAM) is a SEC-registered investment advisor and member FINRA/SIPC. | 18925 Base Camp Road | Monument, CO 80132 | www.aamlive.com

CRN: 2021-0405-9063 R