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: 7/26/2018 6:30 PM

    Seminar Location:White Plains, NY

    Seminar Date and Time: 7/26/2018 6:30 PM

    Seminar Location:Island Park, NY

    Seminar Date and Time: 8/9/2018 6:00 PM

    Seminar Location:Stratford, CT


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.


Financial Planning for Small Business

18 Jul 2018 -

There is a lot of conflicting advice out there for the aspiring entrepreneur. Hopefully, these financial planning tips will help you navigate the journey of self-employment:

Simplifying Your Finances

16 Jul 2018 -

Feeling overwhelmed by how complex dealing with finances seems? This can result in a lack of key activity for your financial wellness in the future

Age and the Financial Gender Gap

14 Jul 2018 -

While younger women are getting more financially literate, some of the older generation, especially Boomers, are not as confident with their finances as they should be.

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How to Meet Your Retirement Healthcare Expenses https://t.co/NRXAM8Y9J8 pic.twitter.com/Hbdx1GGdzA