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 Financial Investments at David Lerner Associates Since our inception in 1976, David Lerner Associates has been dedicated to building and preserving investors' assets. We believe gambling and investing are not the same. While offering a full range of investments, we feature those that we believe are based on real value and regularly pay dividends or interest such as tax-free municipal bonds, CMOs (collateralized mortgage obligations), real estate investment trusts (REITs), and Spirit of America, a family of mutual funds offered exclusively by David Lerner Associates. We do not run with the herd. We pursue these fundamental investment principles regardless of market conditions. We believe investors should not be chasing financial rainbows, in fact, as we say in our ads, our goal is to achieve peace of mind and attractive returns for our investors. Isn't that what we all really want? The best way to find out about what we do is to make an appointment with one of our investment counselors or make a reservation for an upcoming seminar in your area. Or click on one of the links below.
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Our Seminars |
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