Creative Investments Corp

Creative Investments Corp is a leading wealth management boutique based in San Francisco, CA. With a national presence, they serve individual and broker-dealer clients, providing personalized experiences and comprehensive investment strategies. Founded in 1972, the company combines risk management, capital growth, and wealth preservation to help clients achieve their financial goals.

Through the merger of Bernard Herold Co. and Lantern Investments, Creative Investments Corp leverages smart technology and in-depth bond expertise to deliver superior service. They offer fee-based asset management, wealth management, and financial planning services to high net worth individuals and families. Additionally, their institutional team has the unique ability to serve other broker-dealers through tri-party clearing relationships.

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