Philosophy

It’s not what you own, it’s when you own it.

Our aim is to make sure clients are in the right position at the right time.

Most advisors have no idea of where the economy is going, so they build diversified portfolios “customized” for clients. We entirely disagree with this practice and know that it’s not only possible to forecast where the economy is going, but to profit from investing in the right sectors at the right time. After all, the market doesn’t care about investors, it cares about economic conditions; so it stands to reason that when those conditions change, investments should change as well.

At Treece Investments, we don’t do anything with a client’s money that we wouldn’t do with our own. While plenty of firms espouse this philosophy, we stand behind it, with the assets of our firm, its partners, and much of their family invested right alongside our clients. In fact, the money managed by our firm’s founder and President, Dock D. Treece, and his spouse, makes them our second largest client.

Latest Treece Media:
2.15.19

Amazon Back’s Out of New York HQ Plans; 2/15/2019 WSPD

Dock comments on disappointing retail sales, jobless claims, the Atlanta Fed's GDPNow forecast, Amazon pulling out of New York, the latest out of Washington D.C. and more.
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2.12.19

Paul Krugman Says 2019 Recession Possible; 2/12/2019 WSPD

On Tuesday Dock and Fred talk about Lima Tank Plant, US Steel opening up an idle plant in Alabama, confidence in personal finances on the rise, recession possibilities, the NFIB Small Business Optimism Index and more.
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2.11.19

Amazon’s HQ2 in NYC; 2/11/2019 WSPD

Monday morning Dock gives us his quote of the day from Christine Lagarde, the Baltic Dry Index, job openings, Amazon's presence in New York and more.
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