Herold Lantern Investments, Inc. is a nationally recognized wealth management boutique formed through the merger of Bernard Herold Co. and Lantern Investments. With a foundation built on dedication, accountability, proactivity, and responsibility, the firm offers personalized financial guidance to individual and broker-dealer clients, leveraging smart technology and comprehensive investment strategies.
Since 1972, Bernard Herold Co., Inc. has provided tailored financial solutions to investors, while Lantern Investments, Inc. has been a leading bond specialist since 1993. Through their advisory firms, Herold Advisors, Inc. and Lantern Wealth Advisors, LLC, the company offers fee-based asset management, wealth management, and financial planning services to high net worth individuals and families, as well as serving other broker-dealers with their institutional team.
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