Herold & Lantern Investments

Herold & Lantern Investments 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.