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:
12.14.18

Funds Flowing Out of US Equity Funds; 12/14/2018 WSPD

It's Friday! Dock and Fred talk about money flowing out of US equity funds, Bitcoin, jobless claims, governments participating in stock markets, the local housing market and more.
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12.13.18

Are We Nearing The End of This Business Cycle? 12/13/2018 WSPD

Dock talks about continued volatility in the markets, whether or not we have seen a peak in this business cycle and more.
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12.12.18

What Causes a Market Decline? 12/12/2018

This week on Good News Wednesday Dock and Fred talk about Vanguard's John Bogle's latest recommendation and what starts a market decline.
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