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:
8.17.17

Income Inequality in America; 8/17/17 WSPD

Thursday morning on Dock's birthday he comments on the proposed Toledo jail site, housing starts, the history of income inequality and more.
Read More
8.16.17

Housing and Autos Show Signs of Strength; 8/16/17 WSPD

This week on Good News Wednesday Dock and Fred talk about signs of economic strength in housing and the auto sector, the significance of the Presidential Councils on business and manufacturing, federal tax revenue and more.
Read More
8.14.17

US Dollar Decline Pushes Exports, Markets Eye North Korea; 8/14/17 WSPD

Monday morning Dock gives us his quote of the week, comments on the situation in North Korea, the declining US dollar driving exports, employee wages and more.
Read More