Lanterninvestments.com

Herold & Lantern Investments is a family-owned wealth management boutique with a national presence, serving individual and broker-dealer clients. With a commitment to personalized client experience, they combine risk management, capital growth, and wealth preservation strategies to help clients achieve their financial goals. Leveraging smart technology and their expertise in bond investments, Herold & Lantern Investments has been serving the financial needs of investors since 1972. Through their advisory firms, Herold Advisors, Inc. and Lantern Wealth Advisors, LLC, they offer fee-based asset management, wealth management, and financial planning services to high net worth individuals and families. Additionally, their institutional team provides tri-party clearing arrangements to broker-dealers, small to mid-sized banks, and credit unions, helping them navigate new regulations and enhance cybersecurity measures. With a strong focus on dedication, accountability, proactivity, and responsibility, Herold & Lantern Investments is dedicated to building a strong future while continuing the legacy of their long-established firms.Generated from the website

Forest Investment Management is an employee-owned private investment firm situated on Forest Avenue in Old Greenwich. Since 1992, the company has specialized in pooling funds from corporations and investors for global hedge fund and public equity market investments. With a focus on strategic financial management, Forest Investment Management has established itself as a prominent player in the investment industry, offering tailored solutions to meet the diverse needs of its clients. Generated from their available business information

Ibis Alternative Investment is a boutique financial firm based in New York, NY, specializing in providing unique investment opportunities for clients seeking diversification in their portfolios. The company focuses on alternative investments such as private equity, real estate, and hedge funds, offering tailored solutions to meet the individual needs and risk profiles of its clients. Generated from their business information