Bernard Herold & Co. is a leading wealth management boutique with a national presence, serving individual and broker-dealer clients. With a personalized approach and a commitment to client experience, the company combines risk management, capital growth, and wealth preservation to help clients achieve their financial goals. Leveraging smart technology and in-depth bond expertise, Bernard Herold & Co. offers a comprehensive suite of investment strategies, building on the legacy of Bernard Herold Co. and Lantern Investments to create a strong new company for the future.
With over four decades of experience, Bernard Herold Co. has been serving the financial needs of individual and institutional investors, while Lantern Investments has been an industry-leading bond specialist for nearly three decades. Both firms continue to provide superior service to their respective clientele, offering fee-based asset management, wealth management, and financial planning services to high net worth individuals and families. Additionally, Bernard Herold Co. has launched its advisory firm, Herold Advisors, Inc., while Lantern has launched Lantern Wealth Advisors, LLC, further expanding their capabilities in the financial industry.
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