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:
4.28.17

Confidence is Shrinking, or Soaring, Depending on Who You Ask; Charts of the Week

Yesterday I had the privilege of speaking to StartUp Toledo about the savings crisis in the US. That presentation will be making its way on to YouTube and be spread through StartUp Toledo’s social media shortly, but one of the major topics that we hit on was the difference between how much and how exactly […]
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4.27.17

Reviewing Trump’s Tax Plan; 4/27/17 WSPD

Dock takes a look at the Trump Tax Plan, the pros and the cons, on today's podcast.
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4.26.17

You Can Thank These 3 Stocks for Yesterday’s Dow Gains; 4/26/17 WSPD

This week on Good News Wednesday Dock and Fred talk about yesterday's gains in the Dow, increasing home prices, repatriating offshore profits, a new automotive plant being built in Detroit, developments in Toledo's Marina District and more.
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