David Lerner Associates, Inc. is committed to keeping non-public personal information about you secure and confidential. This notice is intended to help you understand how we fulfill this commitment.
From time to time, we may collect a variety of personal information about you, including:
• Information we receive from you on applications or other forms or via telephone calls with you;
• Information about your transactions with us (such as your purchases, sales, or account balances);
• Information we receive from consumer reporting agencies.
We do not disclose your non-public personal information to any non-affiliated third parties, except as permitted by applicable law or regulation. For example, we may share this information with others in order to process your transactions. We may also provide all of the above information to companies that perform marketing or administrative services on our behalf, such as printing and mailing, or to other financial institutions with whom we have joint marketing agreements. We will require these companies to protect the confidentiality of this information and to use it only to perform the services for which we hired them.
With respect to our internal security procedures, we maintain physical, electronic, and procedural safeguards to protect your non-public personal information, and we restrict access to this information.
If you decide at some point either to close your account(s) or become an inactive customer, we will continue to adhere to our privacy policies and practices with respect to your non-public personal information.
This notice also applies to the following entities that may be deemed to be affiliated with David Lerner Associates, Inc.:
• SSH Securities, Inc.
• Spirit of America Investment Fund, Inc.
• Spirit of America Management Corp.
The best way to find out about what we do is to make an appointment with one of our investment counselors.
Click here to make a reservation for an upcoming seminar in your area.