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:

Airtropolis Concept Picks Up Steam; 1/19/2018 WSPD

Friday morning Dock and Fred talk about the Consumer Financial Protection Bureau requesting $0 funds for next quarter, development out at Toledo Express Airport, Amazon's shortlist for their new headquarters and more
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Apple to Invest Big in US; 1/18/2018 WSPD

Thursday morning Dock comments on Apple's announcement to invest in the US economy, the Federal Reserve's conundrum and more.
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Tuesday’s 300 point Dow Swing and Bitcoin’s Plummet; 1/17/18 WSPD

On Wednesday Dock and Fred talk about Tuesday's wild swings in the Dow and Bitcoin, the Wall Street Journal article calling for a breakup of Facebook Google and Amazon and more.
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