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:
7.15.19

Dow Hits New High; 7/15/19 WSPD

Dock and Fred talk about the new peak for the Dow and much more.
Read More
5.21.19

Tesla’s Stock Decline; 5/21/2019 WSPD

Tuesday morning Dock and Fred talk about Tesla's stock, the trade deal with China, the tech sector, cuts in capital spending and much more.
Read More
5.16.19

Amazon Encouraging Entrepreneurship; 5/16/2019 WSPD

Thursday morning Dock and Fred talk about the China trade deal, the latest economic data, Amazon encouraging employees to become entrepreneurs and much more.
Read More