Herold & Lantern Investments

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111 Pine St Ste 1215
San Francisco, CA 94111

Herold Lantern Investments Inc. is a family-owned wealth management boutique that emerged from the merger of Bernard Herold Co. and Lantern Investments. Committed to personalized client experiences, the firm emphasizes four pillars of service: dedication, accountability, proactivity, and responsibility, assisting both individual and broker-dealer clients in achieving their financial goals.

With a strong foundation in fixed income securities, Herold Lantern Investments offers a comprehensive suite of investment strategies and specialized bond expertise. The firm employs innovative technology to guide clients through risk management, capital growth, and wealth preservation, providing tailored wealth advisory solutions for successful financial outcomes.

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