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:
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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