David Lerner Associates

Information may not be reliable

Financial Investments at David Lerner Associates
We believe gambling and investing are not the same.

We believe the stock market should make for interesting dinner conversation but should not be a matter of financial life or death.

We believe we have an obligation to guide our investors in directions we feel will help them achieve their financial objectives.

We believe investors should not be chasing financial rainbows.

We do not run with the herd. We pursue these fundamental investment principles regardless of market conditions.

While offering a full range of investments, we feature those that we believe are based on real value and regularly pay dividends or interest.
The best way to find out about what we do is to make an appointment with one of our investment counselors or make a reservation for an upcoming seminar in your area. Or click on one of the links below.
Tax-Free Municipal Bonds
Real Estate Investment Trusts
Spirit of America Real Estate Income and Growth Fund
Spirit of America Large Cap Value Fund
Spirit of America High Yield Tax-Free Bond Fund
Spirit of America Income Fund

*These testimonials may not be representative of the experiences of other clients and are no guarantee of future performance or success.

Certain investments are offered by prospectus. Investors should consider the investment objectives, risks, charges and expenses before investing. The prospectus contains this and other information about the investments and may be obtained from David Lerner Associates, Inc. by calling 1-877-367-5960.

In keeping with the firm's commitment to personalized service and education, the company regularly holds seminars that teach people about the investment opportunities available to them.
Learn about our seminars