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:

Market Experts Calling for a Decline and Employment Numbers; 7/29/14 WSPD

Tuesday morning Dock and Fred discuss the transportation sector, the predictions of a market decline, recent economic reports, analyzing employment numbers and untimely deaths in the investment banking sector.
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Market Strategists, the FAA and Concours d’Elegance; 7/28/14 WSPD

Monday morning Dock gives us his quote of the week, discusses a busy week on the economic report front, the lackluster track record of market strategist's forecasts, the FAA expanding their mandate to regulate drones, Concours d'Elegance and more
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From Our President’s Desk

This year marks our 35th year in business, and looking back it’s hard not to think about how the world has changed and how much we’ve adapted, yet stayed the same in so many ways
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