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:

Is Liquidity Beginning To Dry Up? 4/20/2018 WSPD

Friday morning Dock and Fred comment on jobless claims, liquidity (or a lack thereof) in the financial markets and what could make the market rally surge forward.
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Is Inflation on the Horizon? 4/19/2018 WSPD

Thursday morning Dock talks about national and regional real estate figures, early signs of an inflation cycle, how Elkhart IN may be a look into the future of America's labor markets and more.
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Red Hot Real Estate; 4/18/2018 WSPD

Dock comments on the red hot real estate market, strong news out of the industrial sector and more.
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