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:
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
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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.
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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.
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