Individual Services

Where Treece Investments Got its Start

In founding the firm, Dock D. Treece uniquely structured his business so that it could supply identical money management services to accounts large and small – and of all types, from qualified retirement accounts like IRAs to individual savings. Every Treece Investments client has an account in their own name, with the firm acting as a money manager that allocates investments on their behalf.

In other words, Treece Investments never has possession of a client’s money.

Today the firm manages money using one model that closely follows its Philosophy, the goal being that accounts managed over the same period of time under like conditions will receive like returns. While Treece Investments manages client accounts ranging from $10,000 to several million, every one of the firm’s clients has direct access to the partners responsible for managing their financial future.

For the hundreds of clients served by Treece Investments, the firm’s management system is trusted and proven. It’s important for every prospective client to understand how we do what we do. Contact us if you’re interested in becoming a client.

Understand Our Fee Structure: Ethics, Fees, & Disclosure PDF

Latest Treece Media:
12.14.18

Funds Flowing Out of US Equity Funds; 12/14/2018 WSPD

It's Friday! Dock and Fred talk about money flowing out of US equity funds, Bitcoin, jobless claims, governments participating in stock markets, the local housing market and more.
Read More
12.13.18

Are We Nearing The End of This Business Cycle? 12/13/2018 WSPD

Dock talks about continued volatility in the markets, whether or not we have seen a peak in this business cycle and more.
Read More
12.12.18

What Causes a Market Decline? 12/12/2018

This week on Good News Wednesday Dock and Fred talk about Vanguard's John Bogle's latest recommendation and what starts a market decline.
Read More