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:
6.23.17

Money Magazine’s Mid-Year Report Card

Did Money Magazine's experts pick 2017's performers any better than Fortune Magazine's? Find out in the Charts of the Week.
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Foxconn Eyes US To Build Manufacturing Plant; 6/23/17 WSPD

Friday morning Dock and Fred talk about Foxconn looking for US locations to build a new plant, the Republican health care bill, Forbes' list of top trade schools and more.
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6.22.17

Help Your Local Canine Rescue Tonight; 6/22/17 WSPD

Taking a break from the markets, Dock talks about how you can help 4 Paws Sake Canine Rescue tonight at the 5th annual Pints 4 Pups in downtown Toledo.
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