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:
12.8.17

Are The Markets Taking Crazy Pills? 12/8/2017 Charts of the Week

As valuations continue to soar, will the bull market continue or will 2018 be the year that investors seek value elsewhere? Find out in the Charts of the Week
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May’s Brexit Bill and Bitcoin’s 40% Rise in 40 Hours; 12/8/17 WSPD

Friday morning Dock talks about the Brexit deal, Bitcoin's 40% rise in 40 hours, strong numbers from the latest employment reports and more.
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12.7.17

Bitcoin Rises Above $15,000; 12/7/17 WSPD

This morning Dock comments on the labor market, Bitcoin's rise to over $15,000, retail jobs disappearing, the tax plan being debated in Congress and more.
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