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:
1.29.15

FOMC Meeting Results, Small Business Birth to Death Rate, Currency Wars and more; 1/29/15 WSPD

Thursday morning Dock and Fred discuss trading activity yesterday, the FOMC meeting minutes from yesterday and how stocks reacted, currency wars vs. financial wars, the birth to death rate of small businesses, Obamacare kicking in this year and what to watch out for today
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1.28.15

Apple Record-Breaking Q4, Valuations, Public Debt and more; 1/28/15 WSPD

This week on Good News Wednesday Dock and Fred discuss Consumer Confidence numbers, Apple's record-breaking Q4 net income as well as their market share in Asia, the President's comments on 529 plans, the strength of the USD, valuations on social media and technology companies, debt obligations on today's younger generations and more.
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1.27.15

The “January Indicator,” Corporate Earnings, Changes in Telecom Coming and more; 1/27/15 WSPD

Tuesday morning Dock and Fred discuss what happened in the markets yesterday, corporate earnings slowing down, the "January Indicator," Sling TV and what it means for telecommunications, the arrest of 3 Russian spies and reports due out today
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