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:

Budget Deficit to Top $1 Trillion; 7/19/2018 WSPD

Dock and Fred discuss the budget deficit, the hot housing market and the US labor market on today's WSPD podcast.
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Fed Chair Powell Speaks, Changes Coming to Your 401(k) Plan; 7/18/2018 WSPD

Wednesday morning Dock and Fred talk about the Dow Jones Industrial Average's YTD performance, Fed Chairman Powell's comments regarding the economy, changes coming to 401(k) plans and more.
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Crude Prices Dropping and the Impact of Tariffs; 7/17/2018 WSPD

Tuesday morning Dock and Fred discuss crude prices, the impact of tariffs and bottlenecks in the supply chain.
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