David Lerner Associates is a privately-held securities broker/dealer, with clients' assets under management of over $9 billion.

Our Philosophy

• We believe gambling and investing are not the same thing.
• We believe the stock market should make for interesting dinner conversation but should not be a matter of financial life or death.
• We believe we have an obligation to guide our investors in directions we feel will help them achieve their financial objectives.
• We believe investors should not be chasing financial rainbows.
• We do not run with the herd. We pursue these fundamental investment principles regardless of market conditions.
• We believe there is a sensible middle ground of investing.
• While offering a wide range of investments, we feature those that we believe are based on real value and, while not guaranteed, regularly pay dividends or interest.
• We offer personal financial guidance, either in your home or our office.

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Founded in 1976, David Lerner Associates is a privately-held broker/dealer with headquarters in Syosset, New York and branch offices in Westport, CT; Boca Raton, FL; Teaneck and Princeton, NJ; and White Plains, NY. For more information contact David Lerner Associates (516) 921-4200 http://www.davidlerner.com