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:

Owens Corning Donating to Build Trades School and Declining Gas Prices; 2/17/17 WSPD

Friday morning Dock and Fred talk about the changing dynamics of news media, housing inventory on the decline, consumer confidence, Owens Corning's trade school investment, the possibility of a decline in gas prices and more.
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When Robo-Advisor’s Lag Behind; 2/16/17 WSPD

Thursday morning Dock and Fred talk about the new Dow record high, Donald Trump's pick for Labor Secretary withdrawing, the shifting dynamic of Wall Street traders, the benefit of having a traditional advisor compared to a robo-advisor and more.
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2/13-2/17/17 Charts of the Week

Active vs. Passive Asset Management square off for dominance in this week's Charts of the Week.
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