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:

Janet Yellen’s Jackson Hole Speech; 8/26/16 WSPD

Friday morning Dock and Fred discuss the Federal Reserves comments driving the markets, forecasting Janet Yellen's comments from Jackson Hole, weak economic data and more.
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The Real Estate Sector and China’s Debtor Solution; 8/25/16 WSPD

Thursday morning Dock and Fred comment on the real estate market, millennials using home equity lines of credit for vacations, the number of people underwater on their homes, China's solution to debtors and more.
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Home Sales and Employment Trends; 8/24/16 WSPD

This week on Good News Wednesday Dock and Fred comment on Hillary Clinton's emails, new home sales hitting an 8 year high, employers having a tough time getting employees to come to work and more.
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