1 Lantern Investments, Inc Lantern Advisors, LLC Helping You Secure Your Financial Future, While You Work to Secure Your Client’s FutureLantern Investments, IncLantern Advisors, LLC
2 OFFICE LOCATIONS Headquarters 35 Pinelawn Road Suite # 101E Melville, NY 11747 631-454-2000 NEW YORK150 Broadway Suite # 502New York, NY 10038ILLINOIS208 South LaSalle StreetChicago, IL 60602CALIFORNIA111 Pine StreetSan Francisco, CA 94111265 Post Ave. Suite 280Westbury, NY 11590TEXAS720 North Post Oak RoadHouston, TX 7702411612 Alderidge LaneSan Diego, CA 92131MAINEAbenaki Professional ParkWells, ME 0409FLORIDATurnberry PlazaAventura, FL 33180Your Branch !
3 Can An Investment Firm Be All Things To All Investment Executives? YES! Lantern Independent ChannelThis 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 EmployeeJoin 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 YOURSELFNOT BY YOURSELF
5 Products and ServicesLantern, 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. You’ll 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 DesktopLantern 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 moreNETX360™: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 sellingResearch: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 SupportPre Tax Medical InsuranceFLEX MedicalFLEX Dependent CareParticipation 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 transitionOur 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 websiteCall Mark Eisenberg, Vice President atMark:
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