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:

GDP, Obamacare and Black Friday all on Good News Wednesday; 11/26/14 WSPD

This week on Good News Wednesday Dock comments on GDP, the latest economic numbers, Senator Chuck Schumer's comments on Obamacare, Elizabeth Warren's comments towards NY Fed Chief William Dudley, Black Friday and more
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Riots in Ferguson, Another Investment Banker Suicide, Impulse Shopping and more; 11/25/14 WSPD

Tuesday morning Dock and Fred discuss the aftermath of the Ferguson grand jury announcement and ensuing riots, another suicide in the Investment Banking industry over the last several months, what to watch for today, impulse shopping on the decline and more
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Dock’s Quote of the Week, The Food Services Industry and Coal Shipment; 11/24/14 WSPD

Monday morning Dock gives us his quote of the week from Winston Churchill, technology replacing jobs in the food services industry, shipping coal by rail and more!
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