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:

The Dollar’s Epic Fall; 7/28/2017 Charts of the Week

Is the US Dollar too strong? What happens if it continues to decline? Find out in this week's Charts of the Week
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Investors Collateralizing Investment Portfolios; 7/28/17 WSPD

Friday morning Dock comments on yesterday's market action, the healthcare vote, import/export numbers, low levels of home ownership in the US, investors using stock portfolios as collateral and more.
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FOMC Leaves Rates Unchanged, Foxconn to Build Massive Plant in Wisconsin; 7/27/17 WSPD

Thursday morning Dock and Fred talk about the new all time high for the Dow and the 1000 acre Foxconn plant in Wisconsin.
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