It’s not what you own, it’s when you own it. Learn about Treece Investments’ unique money management strategy. Read Our Philosophy
Serving More. Charging Less. We offer a level of a service above and beyond institutional clients' expectations. View Our Institutional Services
Money management that works. We manage household accounts from $10,000 to several million. Learn About Individual Services

We are a discretionary money management firm.

Treece Investment Advisory Corp is a discretionary money management firm. Presently the firm manages roughly $50 million for more than 550 individual and institutional clients. Our firm is a true money manager—we don’t sell insurance products. Using an economic-based model that rotates assets across market sectors, we handle a variety of accounts. Prospective clients are always encouraged to call our office at 800-624-5597 or contact one of our firm’s partners.

For regulatory information on brokers and advisors, please refer to the FINRA BrokerCheck Tool.

Latest Treece Media:

Problems for Jeep and Rising Land Development Costs; 5/20/16 WSPD

Dock comments on how the market performed on a series of good news from Thursday, Jeep's shortage on parts for their steering wheel, development costs on the rise and more.
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Financial Markets Respond to the FOMC Minutes 5/19/16 WSPD

Thursday morning Dock and Fred talk about how the markets performed following the release of the FOMC meeting minutes, how markets respond to new presidents and more.
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George Soros Buys Stake in Barrick Gold; 5/18/16 WSPD

Wednesday morning Dock comments on the commodities sector, George Soros' investment in Barrick Gold, the Anderson's considering a corporate sale and more.
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