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:

Trade War Fears Rattle Markets, Exploring Investor Psychology; 3/23/2018 WSPD

Dock revisits yesterday's sharp decline in stocks, the geopolitical factors behind it and the psychology of investing.
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Fed Hikes Rates, The Real Story of 26-F Advertisements and How It Could Cost You; 3/22/2018 WSPD

Thursday morning Dock and Fred discuss the market's reaction to the FOMC's decision to hike interest rates, the announced Congressional Budget, the DOL Fiduciary Rule and why should save yourself the time and energy and avoid 26-F advertisements.
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More Turmoil in D.C., Brick and Mortar Retailers Struggle; 3/16/2018 WSPD

Friday morning Dock and Fred discuss Boeing's stock decline hurting the Dow Jones Industrial Average, political turmoil in Washington DC, struggles in the brick and mortar retail sector, one analyst's view on trading strategy and more.
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