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:
3.27.17

What Does the Healthcare Bill Failure Mean for the Markets? 3/27/17 WSPD

Monday morning Dock gives us his quote of the week, a historical perspective on inflation, the failed healthcare bill vote from Friday and what it means for the markets, the local real estate market picking up and more.
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3.24.17

Dow and S&P 500 Epic Streak Come to Screeching Halt; 3/20-3/24/17 Charts of the Week

The Dow's 100+ day streak just ended, so where do we go from here? 3/20-3/24/2017 Charts of the Week
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70 Days in to a Trump Administration; 3/24/17 WSPD

Ford's profits fell 50% in the first quarter, find out why and hear thoughts on President Trump's first 70 days in office.
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