“The achievements of an organization are the results of the combined effort of each individual.”
— Vince Lombardi
As a full-service broker-dealer with a fixed income securities foundation, we are proud to be a leading bond specialist. Our bond principals guide and educate retail and institutional customers regarding corporate, government, municipal, mortgage-backed securities (MBSs) and brokered CDs. While there are many avenues to ..
If you would like a more managed approach to your investment portfolio you may want to consider a wealth management account*. A properly tailored wealth management account has many benefits. One key factor is removing the ..
Broker-dealers, small to mid-sized banks, and credit unions that operate broker-dealers are feeling the increased cost pressures of new regulations, new technology, enhanced cybersecurity rules..
35 Pinelawn Rd., Suite 101E
Melville, NY 11747
631.454.2000
805 Third Avenue
18th Floor
New York, New York 10022
212.371.3950
Wealth Advisory solutions provided by subsidiaries of Percheron Asset Management Group, Inc.: Herold Advisors Inc. and Lantern Wealth Advisors, LLC., SEC registered investment advisors. Securities offered through Herold & Lantern Investments Inc., a registered broker dealer, Member FINRA, MSRB, SIPC.
Bernard Herold & Co., Inc.
Rule 606(a)1 Reporting Public Disclosure
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Welcome to Herold & Lantern Investments, Inc., and our new web site! We invite you to take a look around.
Bernard Herold & Co., Inc., and Lantern Investments, Inc., both family-owned firms with decades of experience, have merged to become Herold & Lantern Investments, Inc. What that means to our existing clients is simple: stabilityand opportunity. Clients keep their account numbers, and the same talented professionals will continue to serve them. Plus, with significantly enhanced and technology driven capabilities, our already excellent level of customer service will be even better. Read more about the merger.
As you navigate the site you will see the scope and range of our services. We hope you will get to know more about the firm, and its leadership. One thing you can be assured of is that we remain committed to responsiveness. Clients can always reach their investment professionals, or either of us, directly.
If you are an investment professional interested in learning more about our firm, our plans for growth, and the opportunities we offer, let us hear from you. Your passion for financial services, and sincere desire to help your clients reach their goals, means that we should talk.
We have many people to thank for helping us reach this new milestone, but our success has, and always will, come from the trust our clients put in us – a trust we strive to earn every day.
With sincere appreciation,
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Keith lanton
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Larry Herold
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