UIT STRATEGIC PARTNERS

C.J. Lawrence (CJL), a boutique investment management firm based in New York City with a long-standing reputation for serving high-net-worth investors and institutions, is now a division of Apollon Wealth Management. With a legacy dating back to 1864, C.J. Lawrence has built a reputation for proprietary research, disciplined portfolio management and a highly personalized approach to wealth management.

On February 24, 2025, C.J. Lawrence was acquired by Apollon Wealth Management, a fast-growing South Carolina based wealth management firm with a team of over 100 professionals including 90+ advisors, in 40+ offices throughout the U.S.

Pence Capital Management’s founding principles bring together the study of human behavior and economic analysis. The investment team is comprised of professionals with diverse perspectives and credentials as economists, experts in behavioral finance, psychology specialists and former military leaders. The company was founded by E. Dryden Pence III, a Harvard-educated economist with 30 years of experience in the financial industry, and a retired Army Colonel specializing in Intelligence, Special Operations and Psychological Warfare.

The Peroni Method® is a proprietary form of investment analysis that uses a bottom-up approach to select stocks by focusing on their individual technical merits. Gene Peroni tracks nearly 1,000 stocks daily, analyzing price movements, money flow, and relative strength characteristics. His analysis seeks to identify leading stocks in the market by examining a stock’s price architecture, accumulation and distribution trends, and the relative strength of its respective industry sector.

Gene’s analysis relies, in part, on hand-drawn point-and-figure charts which have been a part of the methodology for over a half century. This hands-on approach combines both technical and psychological factors as well as economic, monetary, fiscal, and geopolitical trends. The methodology may uncover emerging patterns that could correspond to future stock performances. Gene’s technically-driven, unconstrained approach allows his portfolios to span all capitalization categories. Portfolio holdings are strategically diversified as dictated by current and evolving market cycles and anticipated investment conditions. This may allow for timely participation in leading stocks and industry sectors as well as offer a blend of growth and value styles. Technical analysis differs from fundamental analysis in that fundamental research generally involves financial scrutiny of the issuing company and considers such factors as earnings projections, price-to-earnings ratios, cash flow, and other balance sheet data. The Peroni Method® may provide a low correlation investment alternative to fundamental or quantitative analysis.

Peroni Portfolio Advisors, Inc. (PPA) was established in June 2016. PPA offers investors equity themed Unit Investment Trusts and a Separately Managed Account program based on Gene’s proprietary technical research approach to stock selection.

Sawgrass is a boutique, 100% employee-owned firm founded in 1998. Sawgrass believes opportunities can be found by extracting value from enduring inefficiencies caused by investor behavior. The investment team employs a quality-driven process that seeks to provide strong risk-adjusted returns versus its peers and long-term outperformance of the benchmark driven by solid upside participation and downside protection.

Todd Asset Management traces its roots to 1967 when Bosworth Todd founded Todd Investment Advisors as a value-oriented investment advisor employing the customary measures of identifying attractive value. In 1986, responding to changing markets and frustration with the static nature of standard value practices, Todd Investment Advisors adopted its unique methodology using intrinsic value to identify a stock's true underlying value. Today, with 30-plus years of experience with the intrinsic value methodology, Todd Asset Management continues to believe Price to Intrinsic Value ("P/IV") is the most effective method for determining the relative attractiveness of one stock versus another, regardless of economic sector.