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:

Best Buy’s Brick and Mortar Model and Millennial Saving Habits; 5/26/17 WSPD

Dock and Fred talk about how to read wholesale and retail inventory numbers, brick and mortar retailers, economic trends of the millennial generation and more.
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FOMC Meeting Minutes Released, Markets Respond; 5/25/2017

Dock comments on the FOMC's meeting minutes from Wednesday, the CBO's analysis on the repeal of Obamacare and what prompts people to move to or from a community.
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Asher Edelman Tells CNBC that Plunge Protection Team is Manipulating Markets; 5/24/17 WSPD

Wednesday morning Dock comments on legendary investor Asher Edelman's thoughts on financial markets today.
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