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:
12.2.16

Don’t Be a “Gold Bug,” But Don’t Be Afraid of Gold Either; 11/28-12/2/16 Charts of the Week

We hate labels, and in the markets, "gold bugs" are one of the most misunderstood labels out there. Find out where the sector stands in the Charts of the Week.
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OPEC Cuts Production, Hollande Decides Not to Run in France and more; 12/2/16 WSPD

Friday morning Dock and Fred talk about how stock indexes performed yesterday, automotive sales, the OPEC decision to cut oil production, France's President Hollande deciding not to seek re-election, mutual funds paying dividends, TARTA's levy and more.
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12.1.16

OPEC to Cut Production and Carrier to Stay in Indiana; 12/1/16 WSPD

Thursday morning Dock and Fred talk about the OPEC deal and what it means for the energy sector, Carrier staying in Indiana, subprime auto loans, tax policy and more.
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