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:

The Financial Services Industry and Internet Sales Tax; 6/22/2018 WSPD

Friday morning Dock and Fred talk about the money management industry, sales tax for online purchases, gas prices, a change in sentiment across the country and more.
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Mortgage Applications Spike; 6/21/2018 WSPD

Thursday morning Dock talks about mortgage applications jumping from the last reporting period and European auto makers looking to deal on tariffs.
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GE Out of Dow Jones Industrial Average; 6/20/2018 WSPD

Wednesday morning Dock and Fred discuss housing starts, Social Security disability applications falling to a 15 year low, Florida approving the largest mall in the US and GE being tossed out of the Dow Jones Industrial Average.
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