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:
8.12.19

Federal Minimum Wage; 8/12/19 WSPD

Monday morning Dock and Fred discuss the federal minimum wage and deceiving economic indicators.
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8.9.19

Today’s Economic Environment vs. The 1970’s; 8/9/2019 WSPD

Friday morning Dock and Fred discuss what today's current economic environment looks like, unemployment numbers and more.
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8.8.19

Stocks Recover Early Losses Wednesday in Wild Trading Session; 8/8/2019 WSPD

Thursday morning Dock and Fred discuss the crazy turnaround in the stock market yesterday, consumers paying down credit card debt, student debt, China's US Treasury debt holdings and much more.
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