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:
8.12.19

Federal Minimum Wage; 8/12/19 WSPD

Monday morning Dock and Fred discuss the federal minimum wage and deceiving economic indicators.
Read More
8.9.19

Today’s Economic Environment vs. The 1970’s; 8/9/2019 WSPD

Friday morning Dock and Fred discuss what today's current economic environment looks like, unemployment numbers and more.
Read More
8.8.19

Stocks Recover Early Losses Wednesday in Wild Trading Session; 8/8/2019 WSPD

Thursday morning Dock and Fred discuss the crazy turnaround in the stock market yesterday, consumers paying down credit card debt, student debt, China's US Treasury debt holdings and much more.
Read More