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:

Budget Deficit to Top $1 Trillion; 7/19/2018 WSPD

Dock and Fred discuss the budget deficit, the hot housing market and the US labor market on today's WSPD podcast.
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Fed Chair Powell Speaks, Changes Coming to Your 401(k) Plan; 7/18/2018 WSPD

Wednesday morning Dock and Fred talk about the Dow Jones Industrial Average's YTD performance, Fed Chairman Powell's comments regarding the economy, changes coming to 401(k) plans and more.
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Crude Prices Dropping and the Impact of Tariffs; 7/17/2018 WSPD

Tuesday morning Dock and Fred discuss crude prices, the impact of tariffs and bottlenecks in the supply chain.
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