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:

Funds Raised by the Ice Bucket Challenge, Scotland’s Vote and the Fed; 9/17/14 WSPD

This week on Good News Wednesday Dock and Fred discuss the Ice Bucket Challenge, Janet Yellen's upcoming remarks on the economy, investing trends, Scotland's independence vote, the old Jeep facility in Toledo, how the Fed as effected the value of money and more
Read More

Fed Meetings and Corporate Buybacks; 9/16/14 WSPD

Dock and Fred discuss conflicting market information, the upcoming Federal Reserve meeting, corporate buybacks and more
Read More

Politics Hurting the Markets, Tax Competitiveness and More; 9/15/14 WSPD

Monday morning Dock and Fred discuss a hedge fund manager who sent money back to his clients citing the influence of politics in markets, gas prices, the International Tax Competitiveness Index and more
Read More
As Featured On: