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:
8.18.19

The Current Fed Business Outlook; 8/16/2019 WSPD

On Friday Dock talks about the rally in stocks, the New York and Philadelphia Fed business outlook and jobs.
Read More

What the Yield Curve Means for the Economy and Stocks; 8/15/2019 WSPD

Thursday morning Dock and Fred continue their conversation on the yield curve and what it means for the economy and stocks.
Read More

The Yield Curve and the China Trade Deal; 8/14/2019 WSPD

This week on Good News Wednesday Dock and Fred discuss the trade deal with China, the yield curve and the situation in Argentina.
Read More