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:
1.15.19

The Government Shutdown Continues; 1/15/2019 WSPD

Tuesday morning Dock talks about the government shutdown, the Yellow Vest protests in France, the LA county teachers walkout, PG&E's bankruptcy, smaller businesses showing profits while larger companies see stalled growth, the Detroit Auto Show and much more.
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Ray Dalio’s Take on the Economy; 1/14/2019 WSPD

On Monday Dock and Fred talk about Ray Dalio's comments on the economy, PG&E filing for bankruptcy, Vanguard adjusting their brokerage platform and more.
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1.10.19

The First Jobs of the Wealthy; 1/10/19 WSPD

On Thursday Dock and Fred talk about the Dow being up 4 consecutive days, mortgage applications, central banks buying stocks and bonds and the job path many wealthy people took before they found financial success.
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