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 ..
If you would like a more managed approach to your investment portfolio you may want to consider a wealth management account*. A properly tailored wealth management account has many benefits. One key factor is removing the ..
Broker-dealers, small to mid-sized banks, and credit unions that operate broker-dealers are feeling the increased cost pressures of new regulations, new technology, enhanced cybersecurity rules..
— VINCE LOMBARDI
Herold & 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.
