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:
11.17.17

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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11.16.17

‘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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11.14.17

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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