Investment Securities

Since our inception in 1976, David Lerner Associates has been dedicated to building and preserving investors' assets.

While offering a full range of investments, we feature those that we believe are based on real value and regularly pay dividends or interest such as tax-free municipal bonds, CMOs (collateralized mortgage obligations), real estate investment trusts (REITs), and Spirit of America, a family of mutual funds offered exclusively by David Lerner Associates.

Contact:
Christina Nash
Senior Associate, Investments
221 Rockingham Row
Princeton Forrestal Village
Princeton, NJ 08540

Phone: 1-877-DLERNER, 609-806-2700
Fax: 1-609-520-8496

 

Web Site: www.davidlerner.com