General Info

Since 1976, David Lerner Associates has been dedicated to building and preserving investors' assets. The company offers a range of investments, featuring those that are based on real value, offer a high degree of stability and frequently pay dividends or interest. It has a staff of more than 20 professional market counselors that manage hundreds of portfolios. David Lerner Associates Spirit of America real estate fund seeks to provide high total return through a combination of capital appreciation and dividend income. The fund invests in companies in the real estate market, primarily publicly traded equity real estate investment trusts. David Lerner Associates is based in Syosset, N.Y.