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:
2.24.17

2/20-2/24-17 Charts of the Week

The markets keep inching higher, but can it last? Find out in the Charts of the Week.
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Dow Posts 10th Consecutive Record Close; 2/24/17 WSPD

The Dow posts a new record close along with strong housing and employment figures, learn more from today's podcast
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2.23.17

Trump Has 3 Fed Board Seats to Fill; 2/23/17 WSPD

President Trump has 3 Fed Board seats to appoint, and he may be looking outside the academic realm to do it.
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