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:

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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