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.

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Latest Treece Media:
1.15.19

The Government Shutdown Continues; 1/15/2019 WSPD

Tuesday morning Dock talks about the government shutdown, the Yellow Vest protests in France, the LA county teachers walkout, PG&E's bankruptcy, smaller businesses showing profits while larger companies see stalled growth, the Detroit Auto Show and much more.
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Ray Dalio’s Take on the Economy; 1/14/2019 WSPD

On Monday Dock and Fred talk about Ray Dalio's comments on the economy, PG&E filing for bankruptcy, Vanguard adjusting their brokerage platform and more.
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1.10.19

The First Jobs of the Wealthy; 1/10/19 WSPD

On Thursday Dock and Fred talk about the Dow being up 4 consecutive days, mortgage applications, central banks buying stocks and bonds and the job path many wealthy people took before they found financial success.
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