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:
3.3.15

New Highs for Equities, Leaving Money to Heirs, the NC Gold Heist and more; 3/3/15 WSPD

Tuesday morning Dock comments on a record breaking day in equities and for the USD, Dock's philosophy on when to buy and when to sell, leaving money to heirs, the list of billionaires expanding, the gold heist in North Carolina and more.
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3.2.15

Cyber War, the Apple Watch and Gold, Jeep Production and “Purple Squirrels;” 3/2/15 WSPD

Monday morning Dock and Fred discuss a quote from Dwight D. Eisenhower, cyber warfare and the book @War, Apple's new watch and what it means for the gold market, the latest economic indicators including GDP and CPI, Jeep production overseas, the "Purple Squirrel" and more
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2.27.15

The Financial Planning Fable

The concept of a customized financial plan is 100% fiction
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