Investing in you
Who we are
Our use of high quality stocks, Exchange Traded Funds (ETFs) and Mutual Funds along with investment grade individual bonds allows us the opportunity to deliver consistent long term returns. We focus on minimizing risk and volatility.
There is nothing that signals success more than referrals from existing clients. Our success is a result of our clients’ continued confidence in us and their willingness to recommend us to their family and friends.
We appreciate the courtesy of your time and hope that our website has offered a brief overview into our organization. Please feel free to contact us and visit with us concerning our ability to provide the answers to your unique investment needs.
Our Investment Philosophy
Investment Outlook
“Investing is a marathon, not a sprint.”
At Spreng Capital, we manage our clients’ capital as if it were our own, and we manage it for longterm growth. Our number one goal is to preserve clients’ capital from permanent loss. To that end, we are committed to keeping our clients’ informed of news, updates, and notices affecting their investments.
Our Firm
Jim Spreng
Jim is the firm’s founder and the Chief Executive Officer, focusing on national and international economic issues and the growth and culture of the firm. He has a lifetime of experience in investments. He has developed several companies through the years that are still viable today. This has given him the ability to understand the complexities of ownership, employee management, succession, and estate planning for our clients with their own businesses. Jim and his wife, Valerie, started Spreng Capital Management, Inc. in 1999 after Jim left a national brokerage firm. Jim has served on numerous National, State, and local Boards of Directors, often as Chairman/President of the Board. This has given him broad exposure to issues that are essential to assisting our clients with their own companies. Jim embraces the planning and implementation of the correct plans for our clients to achieve their maximum investment return with a minimum of risk. A graduate of Cornell University in Ithaca, New York, with a degree in Economics/Finance along with Jim’s service on National Boards of Directors, has allowed Spreng Capital Management, Inc. the opportunity to interact with, and currently serve, clients in 25 states.
Tom Brown
Tom is the Vice-President and Treasurer of Spreng Capital. He has been a partner since joining SCM in 2010. Tom is a CPA with his own accounting firm on site, Tom Brown Accounting. He currently serves as Chairman of a local school Foundation Board of Trustees as well as serving on the Crawford County Development Board. As a CPA and a Financial Advisor, Tom has exposure to a multitude of scenarios that helps us to implement strategies for our clients to achieve the very best after-tax returns. It is very important to understand, it is what you keep after taxes that allows you to sustain and support the lifestyle that you desire. A graduate of The Ohio State University, with a degree in Economics and Accounting, Tom & his wife, Nikki, are lifetime residents of the area with strong local ties.
Anne Cole
Anne is Secretary and Co-Chief Compliance Officer with the firm. After 26 years of banking experience, Anne joined SCM in 2023 and brought a fresh perspective committed to the preservation of legacy wealth coupled with inspiring women in conquering financial confidence through education and investing. Anne’s philanthropic mindset has led to her volunteering and leading state and numerous local area non-profit organizations, providing servant leadership to the local School Board and School Foundation, and is a former Trustee of The Ohio State University at Marion. Anne graduated Summa Cum Laude and Phi Beta Kappa from Ohio Wesleyan University with a degree in Economics/Accounting. She obtained her MBA from Ashland University. Anne and her husband Joe and their son, Will, also own and operate a large grain farm and dairy farm in the area.
Leslie Lutz
Leslie started with SCM as an intern while still in high school. Her skills and gifts were quickly apparent and she became our Client Relations Manager. She handles all processing duties and client requests for all three Advisors. She and her husband, Ryan, have three active children which keeps Leslie busy with their activities.