Herold & Lantern Investments

Financial consultant in Melville, NY (show on map)

4.4

★★★★☆

5 reviews

Herold & Lantern Investments is a wealth management boutique with a national presence serving individual and broker-dealer clients, offering personalized financial solutions and in-depth bond expertise.

Call (631) 454-2000

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About

Herold & Lantern Investments, Inc. is a family-owned wealth management boutique founded upon four pillars of client experience: dedication, accountability, proactivity, and responsibility. Serving individual and broker-dealer clients since 1972 (Bernard Herold & Co.) and 1993 (Lantern Investments), the firm combines risk management, capital growth, and wealth preservation through a comprehensive suite of investment strategies, including deep bond expertise.

With over 60 professionals across nine offices and $3B+ in assets, Herold & Lantern partners with 13 broker-dealer clients for tri-party clearing services and offers fee-based solutions, wealth management, and financial planning to high net worth clients.

Four-pillar client service model

Deep fixed income expertise

Smart technology integration

Tri-party clearing partnerships

Fee-based and commission-based advisory options

Services

Wealth Advisory

Fee-based asset management, wealth management, and financial planning services for high net worth individuals and families.

Fee-based solutions All-inclusive transition support Flexibility to work from home or office High net worth platforms including separately managed accounts Fixed income expertise and bond inventory access Practice service and support with smart technology and social media Custody with Pershing and NetX360 platform Schwab or Interactive Brokers custodial options for fee-based business Back office support and Black Diamond performance reporting Customized compensation, benefits, and philanthropic support