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:
10.20.17

Amazon Looks to Place a New HQ, Unemployment Hits 44 Year Low; 10/20/17 WSPD

On Friday Dock comments on unemployment hitting a 44 year low, Amazon looking for a new HQ, Congressional tax overhaul and more.
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10.19.17

Dow Breaks 23,000 on the 30 Year Anniversary of the 1987 Crash; 10/19/17 WSPD

Thursday morning Dock talks about the Dow surpassing the 23,000 level thanks to IBM, the 30 year anny of the 1987 market crash, a new development in Maumee and more.
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10.18.17

Dow Closes In On 23,000; 10/18/17 WSPD

On Good News Wednesday Dock comments on the Dow closing at another all time high, just short of 23,000, and if the market could go higher.
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