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:

Trade War Fears Rattle Markets, Exploring Investor Psychology; 3/23/2018 WSPD

Dock revisits yesterday's sharp decline in stocks, the geopolitical factors behind it and the psychology of investing.
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Fed Hikes Rates, The Real Story of 26-F Advertisements and How It Could Cost You; 3/22/2018 WSPD

Thursday morning Dock and Fred discuss the market's reaction to the FOMC's decision to hike interest rates, the announced Congressional Budget, the DOL Fiduciary Rule and why should save yourself the time and energy and avoid 26-F advertisements.
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More Turmoil in D.C., Brick and Mortar Retailers Struggle; 3/16/2018 WSPD

Friday morning Dock and Fred discuss Boeing's stock decline hurting the Dow Jones Industrial Average, political turmoil in Washington DC, struggles in the brick and mortar retail sector, one analyst's view on trading strategy and more.
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