Philosophy

It’s not what you own, it’s when you own it.

Our aim is to make sure clients are in the right position at the right time.

Most advisors have no idea of where the economy is going, so they build diversified portfolios “customized” for clients. We entirely disagree with this practice and know that it’s not only possible to forecast where the economy is going, but to profit from investing in the right sectors at the right time. After all, the market doesn’t care about investors, it cares about economic conditions; so it stands to reason that when those conditions change, investments should change as well.

At Treece Investments, we don’t do anything with a client’s money that we wouldn’t do with our own. While plenty of firms espouse this philosophy, we stand behind it, with the assets of our firm, its partners, and much of their family invested right alongside our clients. In fact, the money managed by our firm’s founder and President, Dock D. Treece, and his spouse, makes them our second largest client.

Latest Treece Media:
10.17.18

Tuesday’s Dow Rally on Earnings; 10/17/2018

Wednesday morning Dock and Fred talk about the rally in the stock market yesterday following earnings, the latest job openings report, currency movements and central bank holdings, the lottery jackpots and more.
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10.16.18

Sears Files for Bankruptcy; 10/16/2018 WSPD

Tuesday morning Dock and Fred discuss the Sears bankruptcy, pension benefits, the US deficit continuing to rise and more.
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10.15.18

Circuit Breakers; 10/15/2018 WSPD

Monday morning Dock gives us his quote of the week, comments on market activity from Friday, the ETF industry and how it pertains to the bond market, stock market circuit breakers and much more.
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