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:

The Financial Damages Brought On By Hurricanes; 9/25/17 WSPD

Monday morning Dock gives us his quote of the week, comments on the financial impacts of the hurricanes that have devastated the Gulf and Atlantic, the ratio of debt/assets for US households and more.
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Are Share Prices Accurately Reflecting Earnings? 9/22/17 Charts of the Week

Is the stock of a company that consistently loses money worth anything? In this market, investors say yes, and that value is rising. Learn more in this week's Charts of the Week.
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Fed Leaves Rates Unchanged, Plans to Unwind Balance Sheet Starting October; 9/21/17 WSPD

Thursday morning Dock and Fred talk about the FOMC meeting that concluded yesterday, the current bull market rally, how federal policies impact the economy and more.
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