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:

Inflation Showing Up In Services Rather Than Goods; 5/21/2018 WSPD

Trade tariffs, inflation showing up on the services side rather than the goods side, online retailers and more on today's podcast.
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Interest Rates Continue to Rise and Social Security Concerns; 5/18/2018 WSPD

Friday morning Dock and Fred talk about the latest economic numbers, mortgage rates hitting a 7 year high, inflation rates, social security and much more.
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GDP and Inflation Expectations; 5/16/2018 WSPD

This week on Good News Wednesday Dock and Fred discuss retail sales, Fed inflation expectations, the Atlanta Fed's GDPNow report, factory spending and more.
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