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:

Amazon Announces HQ2 Locations; 11/14/2018 WSPD

Wednesday morning Dock talks about oil's latest decline, market activity from yesterday, retail sales, Amazon's HQ2 announcement and more.
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Monday’s Market Carnage; 11/13/2018 WSPD

Tuesday morning Dock comments on Monday's market carnage, the latest decline in oil prices, job growth and much more.
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Development in Lake Erie West; 11/9/2018 WSPD

Check out today's podcast as Dock talks elections, energy and Lake Erie west.
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