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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.

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Latest Treece Media:
8.18.19

The Current Fed Business Outlook; 8/16/2019 WSPD

On Friday Dock talks about the rally in stocks, the New York and Philadelphia Fed business outlook and jobs.
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What the Yield Curve Means for the Economy and Stocks; 8/15/2019 WSPD

Thursday morning Dock and Fred continue their conversation on the yield curve and what it means for the economy and stocks.
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The Yield Curve and the China Trade Deal; 8/14/2019 WSPD

This week on Good News Wednesday Dock and Fred discuss the trade deal with China, the yield curve and the situation in Argentina.
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