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:
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.
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5.14.19

Uber’s IPO; 5/14/2019 WSPD

Tuesday morning Dock comments on the market drop yesterday, the Uber IPO, a new company geared towards Millennials to borrow the money for rent, student loans, the costs of raw materials and more.
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5.13.19

Trade Tensions Rise; 5/13/2019 WSPD

Dock gives us his Monday quote of the week, comments on the trade tensions with China, how they impact import/export numbers, the yield curve, Bitcoin and more.
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