Overview
 
Since our inception in 1976, David Lerner Associates has been dedicated to building and preserving investors' assets. We believe gambling and investing are not the same. We believe an investment firm does not have a license to lose the money with which it has been entrusted. We believe we have an obligation to guide our investors in directions that will maximize the possibility of achieving their financial objectives. While offering a full range of investments, we feature those that are based on real value, offer a high degree of stability, and frequently pay significant dividends or interest. We do not run with the herd. We pursue these fundamental investment principles regardless of market conditions. Thats why, even in market debacles, our investors satisfaction level has been very high. We urge our investment counselors to meet with prospective clients before they invest. It is critical we get to know their needs, objectives, and their risk tolerance. It is equally important for our clients to become knowledgeable about our representatives, our company, and their investments. We believe the stock market should make for interesting dinner conversation but should not be a matter of financial life or death. If you agree, call us now at 1-800-367-3000, or email us through the contact form on this website to make an appointment with one of our investment counselors. The appointment is free; the advice could be priceless.
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