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.

Latest Treece Media:

Federal Reserve to Pursue Taylor Rule; 4/17/14 WSPD

Thursday morning Dock and Fred discuss recent economic reports, the US government allocating money towards job training programs, the Taylor Rule for the Fed, subpoenas related to flash trading and more
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Obamacare Coverage, Detroit, FINRA and more; 4/16/14 WSPD

This week on Good News Wednesday Dock talks about trading activity yesterday, coverage numbers related to Obamacare, Detroit's bailout, FINRA stepping up on checking broker's records, China and more
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Taxes, Retail Sales and the Dow; 4/15/14 WSPD

Tuesday morning Dock and Fred discuss tax day, the Dow Jones Industrial Average trading patterns yesterday, retail sales, Issue 1 in Ohio, the repercussions of high taxes for states and more
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