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:
4.28.17

Confidence is Shrinking, or Soaring, Depending on Who You Ask; Charts of the Week

Yesterday I had the privilege of speaking to StartUp Toledo about the savings crisis in the US. That presentation will be making its way on to YouTube and be spread through StartUp Toledo’s social media shortly, but one of the major topics that we hit on was the difference between how much and how exactly […]
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4.27.17

Reviewing Trump’s Tax Plan; 4/27/17 WSPD

Dock takes a look at the Trump Tax Plan, the pros and the cons, on today's podcast.
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4.26.17

You Can Thank These 3 Stocks for Yesterday’s Dow Gains; 4/26/17 WSPD

This week on Good News Wednesday Dock and Fred talk about yesterday's gains in the Dow, increasing home prices, repatriating offshore profits, a new automotive plant being built in Detroit, developments in Toledo's Marina District and more.
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