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:
12.14.18

Funds Flowing Out of US Equity Funds; 12/14/2018 WSPD

It's Friday! Dock and Fred talk about money flowing out of US equity funds, Bitcoin, jobless claims, governments participating in stock markets, the local housing market and more.
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12.13.18

Are We Nearing The End of This Business Cycle? 12/13/2018 WSPD

Dock talks about continued volatility in the markets, whether or not we have seen a peak in this business cycle and more.
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12.12.18

What Causes a Market Decline? 12/12/2018

This week on Good News Wednesday Dock and Fred talk about Vanguard's John Bogle's latest recommendation and what starts a market decline.
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