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:
6.23.17

Money Magazine’s Mid-Year Report Card

Did Money Magazine's experts pick 2017's performers any better than Fortune Magazine's? Find out in the Charts of the Week.
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Foxconn Eyes US To Build Manufacturing Plant; 6/23/17 WSPD

Friday morning Dock and Fred talk about Foxconn looking for US locations to build a new plant, the Republican health care bill, Forbes' list of top trade schools and more.
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6.22.17

Help Your Local Canine Rescue Tonight; 6/22/17 WSPD

Taking a break from the markets, Dock talks about how you can help 4 Paws Sake Canine Rescue tonight at the 5th annual Pints 4 Pups in downtown Toledo.
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