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:
3.25.19

The Inverted Yield Curve; 3/25/2019 WSPD

Monday morning Dock and Fred talk about the Dow's drop on Friday, the inverted yield curve, the Mueller report and recession fears.
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3.22.19

German Economy Struggling; 3/22/2019 WSPD

Friday Dock and Fred discuss the transportation sector, GDP, jobless claims, the German economy and much more.
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Fed Backs Down on Rate Hikes; 3/21/2019 WSPD

Thursday morning Dock comments on the FOMC meeting minutes, mortgage rates, Toledo's position in the US economy as a manufacturing center, Toledo Express Airport, Ford and more.
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