Investment & Tax Reporting

Tracking your portfolio for investment returns and realized gains and losses can be timely and misleading. Spielberger & Brooks and Charles Schwab work together with some of the finest technology to bring you the most in depth and colorful reports. Charles Schwab provides monthly investment position statements and confirmations of all purchases and sales in writing or via email to the investor. In addition, Spielberger & Brooks provides supplemental, graphically-based quarterly performance and asset allocation reports. We work closely with your accountant to ensure simplicity at the time tax information is needed. Charles Schwab provides 1099’s and tax related reports that contain realized gains and losses to all clients.