BROKERAGE SERVICES‚Äč

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
 

 
 
 
 
 

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