David Lerner Associates regularly holds free investment seminars throughout the tri-state New York area and in Florida. Sign up to be notified of our next seminar in your area.
David Lerner Associates maintains the highest standards when it comes to the people we employ. Each Investment Counselor is licensed, is subject to an extensive background check, and receives comprehensive training.
Market volatility is an inevitable part of investing, but it doesn't have to be a source of stress as you near your golden years. By taking a strategic and measured approach, focusing on long-term goals, and seeking professional advice, you can navigate market fluctuations with...
The Greater Long Island Running Club and David Lerner Associates joined forces once again on January 19th to provide a stipend of $3,000 to the family of Nassau County Police 8th Precinct Police Service Aide, Catherine Jurgens....
As the calendar turns to February, Presidents' Day graces us on the third Monday of February. In 2024, this day of commemoration falls on February 19, providing an opportunity to reflect on the financial legacies left by those who steered the nation through its different...
Spirit of America Investment Fund
A family of mutual funds designed specifically to complement the portfolios of David Lerner Associates’ clients.
Started in 1998 with the Real Estate Income and Growth Fund, the family has since grown to six funds.