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:

Oil Rig Counts Spike and Kroger’s Interactive Shopping; 1/23/17 WSPD

Monday morning Dock gives us his quote of the week, comments on Donald Trumps first few days in office, a spike in the energy rig count, Foxconn and Softbank looking to do business in the US, Kroger testing interactive shopping and more.
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The Markets Await Inauguration Day; 1/20/17 WSPD

Friday morning on Inauguration Day Dock and Fred talk about the Trump Administration's Cabinet hearings, economic stats over the last 8 years, what to expect in the markets on Inauguration Day and more.
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US Oil Production Could Push Prices Lower; 1/19/17 WSPD

Thursday morning Dock and Fred talk about Hyundai and Kia announcing their investment in the US, mortgage numbers, increasing US oil production due to new technology, Target's spike in online sales, the French Presidential Election and more.
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