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:
2.20.18

Household Debt on the Rise, Commodities Provide Boost to Miners; 2/20/2018 WSPD

Tuesday morning Dock and Fred talk about household debt (specifically student loan debt), the commodities sector and more.
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2.19.18

Inflation and What It Means For You; 2/19/2018 WSPD

Monday morning on President's Day Dock defines inflation and how it can impact your purchasing power, comments on the strong housing market and much more.
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2.14.18

Is a Recession on the Horizon? 2/14/2018 WSPD

Wednesday morning on Valentine's Day Dock and Fred talk about the small business optimism, Ray Dalio's comments on the risk of a recession, domestic oil production and more.
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