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:
5.21.19

Tesla’s Stock Decline; 5/21/2019 WSPD

Tuesday morning Dock and Fred talk about Tesla's stock, the trade deal with China, the tech sector, cuts in capital spending and much more.
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5.16.19

Amazon Encouraging Entrepreneurship; 5/16/2019 WSPD

Thursday morning Dock and Fred talk about the China trade deal, the latest economic data, Amazon encouraging employees to become entrepreneurs and much more.
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5.14.19

Uber’s IPO; 5/14/2019 WSPD

Tuesday morning Dock comments on the market drop yesterday, the Uber IPO, a new company geared towards Millennials to borrow the money for rent, student loans, the costs of raw materials and more.
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