[Investing] Services

BROKERAGE SERVICES​

We offer a broad range of brokerage products and services to assist you in achieving your financial goals.  Working with a financial professional we can provide you with personalized service tailored to meet your needs.

Our products are broad to meet a wide range of investing goals. In addition to more traditional products such as equities, mutual funds, and ETF’s, we offer acute insight for bond investors.  Herold & Lantern Investments specializes in Municipal, Corporate and Government bonds.  Our team of experts can customize a fixed income portfolio to meet your income needs. 

 

BOND INVESTING

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 help preserve and grow wealth, we believe fixed income plays a vital role in most portfolios.

Our bond team researches the appropriate bonds to generate income specifically for you striving to add value through the careful selection of fixed income products. Each portfolio is specifically tailored to the client. We evaluate risk tolerance, income requirements, tax concerns, life goals and other investment profile criteria prior to making a recommendation.

We believe that our passion for—and our love of—bond investing is the key driver that continues to elevate us, our clients, and our financial professionals to higher levels of success