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.
The recent Wharton study on 529 college savings plans revealed that a significant number of people have invested in suboptimal plans. ...
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.