Institutional Services

Serving More – Charging Less

Using relationships with custodians and administrators, Treece Investments is able to handle a variety of institutional accounts, including trusts and employer-sponsored retirement plans – examples include 401(k) and 401(a) plans.

Not only is the firm able to support these types of accounts – we are typically able to offer a level of service above and beyond the expectations of most institutional clients. Benefits include regular visits, market updates, and – like individual clients – direct access to our partners.

Since expanding our offering of institutional services, we’ve found ourselves particularly effective with employer-sponsored retirement plans like 401(k)s. Our fees are more transparent than most providers; in fact we often build plans with no out-of-pocket cost to employers. We’re also happy to conduct regular onsite visits to update plan participants of changes in the plan and the markets.

Lastly, by contracting as an advisor to an employer-sponsored retirement plan, Treece Investments is able to structure plans in such a way that individual employees (plan participants) are able to utilize our account management services – and at a substantial discount to our normal fee structure.

Learn about our custom fee structure for institutions: Ethics, Fees, & Disclosure PDF

Latest Treece Media:
10.20.17

Amazon Looks to Place a New HQ, Unemployment Hits 44 Year Low; 10/20/17 WSPD

On Friday Dock comments on unemployment hitting a 44 year low, Amazon looking for a new HQ, Congressional tax overhaul and more.
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10.19.17

Dow Breaks 23,000 on the 30 Year Anniversary of the 1987 Crash; 10/19/17 WSPD

Thursday morning Dock talks about the Dow surpassing the 23,000 level thanks to IBM, the 30 year anny of the 1987 market crash, a new development in Maumee and more.
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10.18.17

Dow Closes In On 23,000; 10/18/17 WSPD

On Good News Wednesday Dock comments on the Dow closing at another all time high, just short of 23,000, and if the market could go higher.
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