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:

Dow Hits New Record As Jobless Claims Reach 49 Year Low; 9/21/2018 WSPD

Friday morning Dock comments on the Dow surging to a new record, jobless claims hitting a 49 year low and the ongoing Kavanaugh hearings.
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Dow Nearing Record High; 9/20/2018 WSPD

Thursday morning Dock and Fred discuss the housing market and the impact of low interest rates.
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Hurricane Florence’s Aftermath; 9/19/2018 WSPD

Politics and the aftermath of Hurricane Florence dominate the headlines in this week's WSPD Podcast.
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