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:
12.8.17

Are The Markets Taking Crazy Pills? 12/8/2017 Charts of the Week

As valuations continue to soar, will the bull market continue or will 2018 be the year that investors seek value elsewhere? Find out in the Charts of the Week
Read More

May’s Brexit Bill and Bitcoin’s 40% Rise in 40 Hours; 12/8/17 WSPD

Friday morning Dock talks about the Brexit deal, Bitcoin's 40% rise in 40 hours, strong numbers from the latest employment reports and more.
Read More
12.7.17

Bitcoin Rises Above $15,000; 12/7/17 WSPD

This morning Dock comments on the labor market, Bitcoin's rise to over $15,000, retail jobs disappearing, the tax plan being debated in Congress and more.
Read More