Investment Seminar: Brunch at The Black Trumpet

            Why we believe investors are coming to

                                      David Lerner Associates 

• We believe gambling and investing are not the same.
• 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 in the 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.

Do you have an old 401k?

Do you need a SEP?

IRA Rollover?

Learn more at our March 25th Brunch Seminar at the Black Trumpet or call me today for an appointment...

The appointment is free; the advice could be priceless. 

Seating is limited -please call

Barbara Magnusson 732-449-2090

to reserve your seats-for prospective clients only *attendees must be 18 + years

There are risks inherent in investing. Past performance is no guarantee of future results.