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:
8.28.14

Toledo Businesses, Mortgages, GM and More; 8/28/14 WSPD

Thursday Dock comments on businesses in Toledo, Labor Day travel, non-bank mortgage lenders, GM bringing production back to the US, GDP and more
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8.27.14

A Record Dow, Burger King Buys Tim Hortons and “If Dock Had Absolute Power…”; 8/27/14 WSPD

Dock talks about another record day for the Dow Jones, economic indicators, the Burger King purchase of Tim Hortons and what Dock would do if he had absolute power.
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8.26.14

REITs and How the Rail Industry Will Cause a Food or Oil Shortage; 8/26/14 WSPD

Dock and Fred discuss real estate investment trusts (REITs), a coming shortage of either food or oil due to the rail industry, Berkshire Hathaway's role in the Burger King purchase of Tim Horton's and more
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