Education
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.
Trustworthy
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.
Recent Articles
Behind the AI Boom: A Look at Data Center Investment
In a race for competitive advantage, hyperscalers and other companies aiming to profit from the AI boom are investing in data centers at a furious pace.
An Employer Life Insurance Policy May Not Be Enough
How much life insurance do you need? For families relying only on workplace coverage, the death benefit may not be enough to cover family costs.
Helping Protect Your Child’s Identity in a Digital World
Children, unlike adults, generally do not have a credit history, which can make them easy targets for fraud. Learn how to protect them from online identity threats.
New Job or Retirement? Take Control of Your 401(k)
What happens to your work-based retirement plan when you change jobs or retire? One option is to rollover some or all of the funds to an IRA.
Spirit of America Investment Funds
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.
