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You will be leaving the Spreng Capital Management, Inc. (“Spreng Capital”) website and will be entering the Charles Schwab & Co., Inc. (“Schwab”) website when clicking on the button below.

Schwab is a registered broker-dealer, and is not affiliated with any advisors whose names appear on this website. Spreng Capital is independently owned and operated. Schwab neither endorses nor recommends any particular advisor or investment strategy. Spreng Capital provides investment advisory services for your account. Schwab has agreements with Spreng Capital under which Schwab provides Spreng Capital with services related to your account. Schwab does not review the Spreng Capital website and makes no representation regarding the content of the website. The information contained in the Spreng Capital website should not be considered to be either a recommendation by Schwab or a solicitation of any offer to purchase or sell any securities.

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Frequently asked questions

We have answers

Each and every one of our clients is unique, as are their investment needs and risk tolerances. To that end, we try to structure each of our client’s accounts to meet these individual needs. Our primary goals are to limit risk, generate acceptable returns for your needs, manage taxes and control overall expenses in the portfolio. To achieve these goals we use individual securities and bonds, REITS, no-load mutual funds and exchange traded funds. With these investment options, we position the portfolio to best meet the needs and desires of our clients.

Independent means that we are not tied to any mutual fund company or family. We receive no compensation from anyone except our clients. Therefore, our investment selections are guided completely by what we feel are the best choices for the client, not ourselves or for a fund family or company.

A fee-only Advisor is compensated only by the client. An independent Advisor cannot accept compensation contingent upon the purchase or sale of a particular financial product, may not receive commissions, rebates, trails, awards or finder’s fees. We are fiduciaries of your accounts and have been since our company’s inception. We have a legal obligation to put your best interests over our own financial interests.

Your Advisor is constantly monitoring the overall markets and portfolios of the Firm to make sure that the portfolios are properly positioned for the current and future market environment. In addition, each account is reviewed in more depth every quarter for proper allocation and performance.

Online access may be established three ways:

  1. Ask a Spreng Capital associate to assist you
  2. Register online at www.schwaballiance.com
  3. Call Schwab Signature Alliance at 800-515-2157

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Reach out to us today and let our team of experts guide you towards your goals. If you have questions or are ready to get started, we’re here to help.

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