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:

Stock Market Approaching a Milestone; 8/15/2018 WSPD

This week on Good News Wednesday Dock and Fred discuss small business optimism, strength in the local housing market and the stock market approaching a milestone.
Read More

The Future of Universities; 8/14/2018 WSPD

Tuesday morning Dock and Fred talk about a society in transition, the future of colleges and universities and more.
Read More

Turkish Lira Down 79% YTD: 8/13/2018 WSPD

Monday morning Dock and Fred go in depth discussing the Turkish currency crisis.
Read More