What Could a Tax-Free Bond do For You?

  • Tax-free advantage can be very meaningful. A hypothetical municipal bond yielding 4% (in 30% tax bracket*) = 5.71% taxable
  • Historically offers one of the highest degrees of credit safety**
  • Liquid any business day at the market

Since 1913, municipal bonds have offered a tax-free source for your investment dollars. Not only do they provide attractive benefits for the individual investor, but tax-free bonds raise the funds necessary to build essential public projects such as schools, bridges, courts and highways.

Why buy Municipal Bonds from 
David Lerner Associates?

Every one of David Lerner Associates investment counselors is extensively trained in municipal bonds. We stand ready to help you choose the municipal bonds that are best suited for your investment portfolio.

The tax-free municipal bond investor is able to buy and sell directly from David Lerner Associates.

We maintain our own in-house Trading Department staffed by municipal bond specialists. Our in-house Trading Department maintains a large and varied inventory. As a result, the tax-free bond investor is able to buy and sell directly. Our investment counselors will help guide you through the array of investment choices, designing a personal investment strategy that meets your individual needs and goals. 

*Applies to New York City residents (includes federal, state and local taxes)
**Bonds subject to market fluctuation