HistoryStarted 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. Our institutional team has the distinctive ability to serve other broker-dealers through tri-party clearing relationships. With more than 60 professionals in 12 offices across the country, and with over $3 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.SpecialtiesHerold & 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.

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