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:
12.8.17

Are The Markets Taking Crazy Pills? 12/8/2017 Charts of the Week

As valuations continue to soar, will the bull market continue or will 2018 be the year that investors seek value elsewhere? Find out in the Charts of the Week
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May’s Brexit Bill and Bitcoin’s 40% Rise in 40 Hours; 12/8/17 WSPD

Friday morning Dock talks about the Brexit deal, Bitcoin's 40% rise in 40 hours, strong numbers from the latest employment reports and more.
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12.7.17

Bitcoin Rises Above $15,000; 12/7/17 WSPD

This morning Dock comments on the labor market, Bitcoin's rise to over $15,000, retail jobs disappearing, the tax plan being debated in Congress and more.
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