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:
6.22.18

The Financial Services Industry and Internet Sales Tax; 6/22/2018 WSPD

Friday morning Dock and Fred talk about the money management industry, sales tax for online purchases, gas prices, a change in sentiment across the country and more.
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6.21.18

Mortgage Applications Spike; 6/21/2018 WSPD

Thursday morning Dock talks about mortgage applications jumping from the last reporting period and European auto makers looking to deal on tariffs.
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6.20.18

GE Out of Dow Jones Industrial Average; 6/20/2018 WSPD

Wednesday morning Dock and Fred discuss housing starts, Social Security disability applications falling to a 15 year low, Florida approving the largest mall in the US and GE being tossed out of the Dow Jones Industrial Average.
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