Presentation is loading. Please wait.

Presentation is loading. Please wait.

Helping You Secure Your Financial Future, While You Work to Secure Your Clients Future Lantern Investments, Inc Lantern Advisors, LLC.

Similar presentations


Presentation on theme: "Helping You Secure Your Financial Future, While You Work to Secure Your Clients Future Lantern Investments, Inc Lantern Advisors, LLC."— Presentation transcript:

1 Helping You Secure Your Financial Future, While You Work to Secure Your Clients Future Lantern Investments, Inc Lantern Advisors, LLC

2 OFFICE LOCATIONS Headquarters 35 Pinelawn Road Suite # 101E Melville, NY NEW YORK 150 Broadway Suite # 502 New York, NY ILLINOIS 208 South LaSalle Street Chicago, IL CALIFORNIA 111 Pine Street San Francisco, CA NEW YORK 265 Post Ave. Suite 280 Westbury, NY TEXAS 720 North Post Oak Road Houston, TX CALIFORNIA Alderidge Lane San Diego, CA MAINE Abenaki Professional Park Wells, ME 0409 FLORIDA Turnberry Plaza Aventura, FL Your Branch !

3 Can An Investment Firm Be All Things To All Investment Executives? YES! Lantern Independent Channel This platform is for investment executives that want to have their own office and be responsible for their own expenses. You will have access to the same products and services as the traditional branch employees. Lantern Traditional Employee Join one of our Lantern branches and enjoy a high payout along with operations and sales associates to help you manage your practice. As an employee, you will still have the freedom to build your business in the way that is best for you and your clients. A branch office setting will give you the synergy and support of working with other financial professionals.

4 A Boutique Firm Founded by Professionals for Professionals Founded in 1993 with the goal of providing the highest level of service to clients and financial professionals alike. At Lantern we recognize that the financial executive is the cornerstone of the client relationship. Lantern encourages the entrepreneurial spirit across all our platforms, investment executives that join Lantern prosper in our culture; we are uniquely suited to allow maximum flexibility and support individuality among our brokers. BE IN BUSINESS FOR YOURSELF NOT BY YOURSELF

5 Products and Services Lantern, with our clearing partner Pershing LLC offers a superior suite of products and services. Our strong support and capabilities in many areas – from managed money to transactional stocks and bonds, allow our investment professionals to deliver the first class service current Lantern clients have come to expect. The following pages will allow you to explore the depth and quality of products and services we offer to complement your practice. Youll see why Lantern has become the gold standard for the service we provide to our clients. And remember at Lantern there are no product hair-cuts and you will never be penalized on your commission or pay out for doing what is right for your client.

6 A Powerful Desktop Lantern gives you the tools to treat all your clients like high net worth clients. Along with quotes and news, the NETX360 desktop application includes: All Client Data: positions, balances, account value, history, cumulative returns, asset class returns, periodic returns, concentrated positions, projected cash flow, gain/loss, and much more NETX360: allows you to create proposals, build portfolios, and produce reports on demand in a variety of formats by capturing your clients data that is already in the system. You spend less time inputting data and more time selling Research: the Lantern Research Dashboard features a robust array of equity, fixed income, and mutual fund research from top rated independent providers.

7 Compensation A Very High Payout, With No Compromise On Technology, Products or Service… Lantern is That Firm That Can Be all Things To All Investment Executives ! Lantern Investment Executives enjoy one of the industries higher payouts along with a competitive benefit package. Employee Payouts up to 65% No hair-cuts on Products, (Wirehouse Average is Over 13%) Sales Support Pre Tax Medical Insurance FLEX Medical FLEX Dependent Care Participation in the Lantern Pension Plan, With up to 3% Firm Match After Year One

8 Moving Your Practice To Lantern Investments One Size Does Not Fit All. Lantern shares your objective. We both want your practice to flourish by joining Lantern. Recognizing that no two investment executives are exactly alike, Lantern goes to great lengths to customize our transition packages with a unique combination of bonuses and enhanced payouts. Additionally, we will give you all the hands on help and support you need for a successful transition Our Goal is for you to be talking to your clients not bogged down in administration

9 Take The Next Step Start Taking Home More of What You Earn. Visit our website Call Mark Eisenberg, Vice President at Mark:


Download ppt "Helping You Secure Your Financial Future, While You Work to Secure Your Clients Future Lantern Investments, Inc Lantern Advisors, LLC."

Similar presentations


Ads by Google