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:

Tuesday’s Dow Rally on Earnings; 10/17/2018

Wednesday morning Dock and Fred talk about the rally in the stock market yesterday following earnings, the latest job openings report, currency movements and central bank holdings, the lottery jackpots and more.
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Sears Files for Bankruptcy; 10/16/2018 WSPD

Tuesday morning Dock and Fred discuss the Sears bankruptcy, pension benefits, the US deficit continuing to rise and more.
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Circuit Breakers; 10/15/2018 WSPD

Monday morning Dock gives us his quote of the week, comments on market activity from Friday, the ETF industry and how it pertains to the bond market, stock market circuit breakers and much more.
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