Investment Management

To develop an effective investment portfolio, a skilled Lantern Wealth Advisor will take into account your personal financial objectives which are based on your time horizon, risk tolerance, age, and other circumstances unique to you. We do not take a “cookie cutter” approach to your investments, and do not apply a one-size-fits-all methodology to managing your assets.

A correctly designed investment plan can mean the difference between struggling to have enough money to live a financially comfortable lifestyle, especially as you move toward retirement. Our investment management process utilizes a disciplined, yet personal, four-step method implemented by your Lantern wealth advisor that are shown below:

After you and your advisor have a comprehensive interview about your goals, a detailed questionnaire is completed and the initial plan of action incorporating your goals and your risk tolerance is created. This is your initial financial roadmap. At that point, we evaluate the best investment management and risk strategies to implement for you.

Steps in Our Investment Process

Our investment process includes the following:

  • Assessment of goals, objectives and risk tolerance
  • Creation of an Investment Policy Statement (your blueprint)
  • Ongoing review of the Investment Policy Statements
  • Determining the asset allocation model, and portfolio structuring
  • Third-party investment firm analysis and selection
  • Ongoing risk management, attribution and performance reporting

As we go through the above steps in our investment process, we keep you apprised of every step along the way. We want you to understand the “why” behind our decisions, so we provide ongoing education and information to you. We follow your investment “blueprint” (technically called the Investment Policy Statement) to ensure we are on track. But, importantly, as you transition through certain life events, we keep in mind that asset allocations may change to keep them in alignment with your goals. These life transitions may be events such as marriage, divorce, children in college, inheritance, change of career/job, business expansion or closure, disability, death and other personal or professional occurrences. We have a “partnership” with our clients and that partnership also transitions with them through good times as well as challenging times.

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