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:

GM Expanding, Apple’s Earnings and Home Prices; 10/26/16 WSPD

This week on Good News Wednesday Dock comments on GM expanding in NW Ohio, Apple's earnings, home prices and more.
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M&As and What Investors Fear; 10/25/16 WSPD

Tuesday morning Dock comments on Monday's market movers, corporate M&As including AT&T/Time-Warner M&A and TD Ameritrade/Scottrade, Chapman University's list of fears among citizens, pension funds and more.
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The Election and Low Interest Rates; 10/11/16 WSPD

Dock comments on the 2 presidential candidates, what low interest rates do to an economy and more.
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