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:
3.19.19

Poll Shows Strong US Economy; 3/19/2019 WSPD

Tuesday morning Dock and Fred talk about, a recent poll about the US economy, a switch up at Fox News, politics in the state of Ohio and what to watch for today.
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3.18.19

Finland’s Economic Catastrophe; 3/18/2019 WSPD

Monday morning Dock gives us his quote of the week, comments on Finland's economic troubles, the housing market, Warren Buffett's investment philosophy and more.
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3.13.19

Teaching Kids Personal Finance Early; 3/13/2019 WSPD

Wednesday morning Dock and Fred talk about guaranteed pro sports contracts, Brexit, teaching kids finance fundamentals at a young age and more.
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