Herold & Lantern Investments, Inc. is committed to providing our clients with a personalized experience. Our family-owned business, created through the merger of Bernard Herold & Co. and Lantern Investments, is founded upon four pillars of client experience: dedication, accountability, proactivity and responsibility.

 

We are a wealth management boutique with a national presence that serves individual and broker-dealer clients. We educate and guide our clients to help them achieve their financial goals through a thoughtful process that combines risk management, capital growth and wealth preservation. We leverage smart technology to deploy a comprehensive suite of investment strategies, including our in-depth bond expertise.  

 

Started in 1972 Bernard Herold & Co., Inc. has served the financial needs of individual and institutional investors with a personalized relationship-building approach, while Lantern Investments, Inc., founded in 1993, has been an industry-leading bond specialist whose mission is to find value for investors across the country. We are committed to continuing the tradition of these legacy firms while we build a strong new company for the future.

 

Bernard Herold & Co. Inc. launched its advisory firm, Herold Advisors, Inc., forty-five years ago making it one of the longest established investment advisors in the nation.  Lantern launched its advisory firm, Lantern Wealth Advisors, LLC, a decade ago. Both firms continue their dedication to providing superior service to their respective clientele. Herold Advisors, Inc. and Lantern Wealth Advisors, LLC both offer fee-based asset management, wealth management and financial planning services to high net worth individuals and families.*

 

Our institutional team has the distinctive ability to serve other broker-dealers through tri-party clearing relationships. Bernard Herold & Co., Inc. was an industry pioneer in the clear-through business and today Herold and Lantern Investments are industry leaders partnering with 13 broker-dealer clients to provide comprehensive clear-through services.

 

With more than 60 professionals in 12 offices across the country, and with over $4 billion in tri-party and customer assets, Herold & Lantern is the wealth management company of choice for individuals, families and institutions seeking highly personalized service.

 

* Wealth Management Accounts and Investment Advisory Services are provided by subsidiaries of Percheron Asset Management Group, Inc.: Herold Advisors Inc. and Lantern Wealth Advisors, LLC.