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:
2.15.19

Amazon Back’s Out of New York HQ Plans; 2/15/2019 WSPD

Dock comments on disappointing retail sales, jobless claims, the Atlanta Fed's GDPNow forecast, Amazon pulling out of New York, the latest out of Washington D.C. and more.
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2.12.19

Paul Krugman Says 2019 Recession Possible; 2/12/2019 WSPD

On Tuesday Dock and Fred talk about Lima Tank Plant, US Steel opening up an idle plant in Alabama, confidence in personal finances on the rise, recession possibilities, the NFIB Small Business Optimism Index and more.
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2.11.19

Amazon’s HQ2 in NYC; 2/11/2019 WSPD

Monday morning Dock gives us his quote of the day from Christine Lagarde, the Baltic Dry Index, job openings, Amazon's presence in New York and more.
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