Disclosures

Please click on the following links for information on David Lerner Associates, Inc. disclosures regarding Statement of Financial Condition, Business Continuity Plan, and Order Routing Information.

REGULATION BEST INTEREST DISCLOSURE &
CLIENT RELATIONSHIP SUMMARY

 

Documents

Spirit of America Income Fund

Spirit of America Income & Opportunity Fund

Spirit of America Large Cap Value Fund

Spirit of America Energy Fund

Spirit of America Real Estate Income and Growth Fund

 


This link leads to the machine readable files that are made available in response to the federal Transparency in Coverage Rule and includes negotiated service rates and out-of-network allowed amounts between health plans and healthcare providers. The machine-readable files are formatted to allow researchers, regulators, and application developers to more easily access and analyze data.