Join us for our next free investment seminar in your area to learn more about the Sensible Middle Ground of Investing.® 


    Seminar Date and Time: 8/28/2018 5:30 PM

    Seminar Location:Boynton Beach, FL

    Seminar Date and Time: 9/20/2018 6:30 PM

    Seminar Location:Mahopac, NY

    Seminar Date and Time: 10/3/2018 6:30 PM

    Seminar Location:Howard Beach, NY


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.




At David Lerner Associates, we believe the best way to help you achieve your financial goals is to meet with you face-to-face, either in your home or one of our six offices. We believe you should thoroughly understand and feel comfortable with your investment choices. We believe in building your portfolio through personalized service, not computer algorithms and robo-investment services.

The appointment is free, the advice could be priceless.

Let us help you plan for your financial future.
Contact us today for a free consultation.


David Lerner Associates maintains the highest standards when it comes to the people we employ. Each Investment Counselor is licensed to work in the capacity of a Series 7 and Series 63 and is subject to an extensive background check.

Our Investment Counselors receive comprehensive training in products, suitability and Best Practice standards.


Prior to founding David Lerner Associates, David Lerner taught history and economics at Bayside High School in Queens.

"I loved teaching the next generation. I wanted them to learn to question and to be inquisitive. When people are aware, they are equipped to make wise decisions"

- David Lerner

It was natural that since opening for business in 1976, David Lerner Associates has been committed to educating the public about investing opportunities available to them. To that end, the company regularly holds free investment seminars that attract thousands of people every year and are held throughout the tri-state New York area and in Florida.



There is an energy revolution happening in the United States right now. Register for a seminar, or meet with one of our investment counselors to learn about the investment opportunities this creates and if they are right for you.
Join us at our next seminar in your area!

Setup an appointment with one of our investment counselors.


A Better Retirement Strategy

17 Aug 2018 -

The American Dream for most of the last century consisted of a house, two cars, two and a half children, a good job, and a retirement package awaiting us in the golden years of retirement.


What Social Security Means to Americans

15 Aug 2018 -


Unfortunately, not everyone has been able to save enough money for their retirement, so they'll be relying heavily on the Social Security benefits due to them.

Financial Faux Pas in Dating

13 Aug 2018 -

Being cautious and aware of your potential partner’s financial habits will pay off in the long run, when you consider that the average cost of divorce can be as high as $30,000 - most of that being spent on legal fees.

AUG 17, 2018
Student Debt Strangling Success https://t.co/sWEyyW5H9o Student loan debt has surpassed credit card debt and has e… https://t.co/O2LD7TmXDo