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:
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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