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:

Declining Corporate Profits, Brexit Aftermath and Pilot Shortages; 6/29/16 WSPD

This week on Good News Wednesday Dock and Fred comment on declining corporate profits, looking forward following the Brexit vote, pilot shortages and more.
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Brexit Fallout, the 2016 Election and Alan Greenspan’s Thoughts on the Economy; 6/28/16 WSPD

Tuesday morning Dock and Fred talk about the Brexit fallout, the latest economic reports, the Alan Greenspan interview in which he states that this is the worst economic period in recent memory and more.
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6/20-6/24/16 Charts of the Week

See how the markets responded to the Brexit vote shock in this week's edition of the Charts of the Week
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