Well Fargo, 111 Pine St, San Francisco, CA 94111, US

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 is a wealth management boutique with a national presence. We educate and guide our clients to manage risk, grow and preserve their wealth and work towards achieving their financial goals. We accomplish this by leveraging our in-depth bond expertise, smart technology & highly personalized service.

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