If everyone is moving forward together, then success takes care of itself.

— Henry Ford

 

 
 
 
 
 

Become A Herold & Lantern Investments Financial Professional

 

Join Our Team

For Financial Professionals who are ready to move forward, we invite you to join us and work in collaboration with like-minded professionals with similar skills, goals, and values. Our typical Herold & Lantern Investments Financial Professional has been with us for 10+ years and has benefitted from our 20 years of industry experience as well as from our firm’s offerings which include:

  • Fee-based solutions * or commissions 
  • All-inclusive transition support
  • Flexibility to work from home or the office
  • High net worth platforms, including separately managed accounts, and wealth management *
  • Fixed income expertise and access to bond inventory
  • Practice service and support including leveraging smart technology and social media
  • Work with Pershing, the world’s premier custodian with more than $1 trillion in assets held in custody, and their NetX360 platform.
  • Schwab or Interactive Brokers can be used as a custodian for fee based business *
  • Back office support and Black Diamond performance reporting
  • Customized and competitive compensation, benefits
  • Receive override for introducing new advisors
  • Access to third-party research
  • Philanthropic support for charitable causes

Helping you build and grow a competitive, successful practice is our goal. You will have access to our management team who will help guide your business to the next level. The Herold & Lantern Investments team shares their substantial industry as experts in fixed income, equities and other investment solutions. However you anticipate achieving your success, you can be assured that helping you reach your goals is at the heart and soul of Herold & Lantern Investments. The support, the tools and the programs mentioned above will drive your practice to best match your needs and your goals, and those of your clients. The time is now for you to build and grow your business your way.

 

 

 

Four Pillars Of Team
Technology | Payout | Integrity | Support

“The entrepreneur always searches for change, responds to it, and exploits it as an opportunity.”
— Peter Drucker

* 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.

Company Info

35 Pinelawn Rd., Suite 101E
Melville, NY 11747
631.454.2000

805 Third Avenue
18th Floor
New York, New York 10022
212.371.3950

OUR DISCLOSURE

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!

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,

 

Keith lanton
President

Larry Herold
Chief Operating Officer