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:

Tax Bill Passes The US House of Representatives; 11/17/17 WSPD

Friday morning Dock and Fred talk about the tax bill passing the House of Representatives, indications of inflation, the future of Fiat Chrysler, adapting the post-secondary education model and more.
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‘Coingate’ and Interest Rate Cycles; 11/16/17 WSPD

Thursday morning Dock and Fred talk about the book "Coingate," how more information does not necessarily lead to greater knowledge and can create a false sense of security, interest rate cycles and more.
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How Great Are the Earnings in the S&P 500? 11/14/2017 WSPD

Tuesday morning Dock and Fred talk about the news cycle, GE's attractive dividend, corporate earnings of companies that make up the S&P 500, the Byrd rule and more.
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