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:
4.28.17

Confidence is Shrinking, or Soaring, Depending on Who You Ask; Charts of the Week

Yesterday I had the privilege of speaking to StartUp Toledo about the savings crisis in the US. That presentation will be making its way on to YouTube and be spread through StartUp Toledo’s social media shortly, but one of the major topics that we hit on was the difference between how much and how exactly […]
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4.27.17

Reviewing Trump’s Tax Plan; 4/27/17 WSPD

Dock takes a look at the Trump Tax Plan, the pros and the cons, on today's podcast.
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4.26.17

You Can Thank These 3 Stocks for Yesterday’s Dow Gains; 4/26/17 WSPD

This week on Good News Wednesday Dock and Fred talk about yesterday's gains in the Dow, increasing home prices, repatriating offshore profits, a new automotive plant being built in Detroit, developments in Toledo's Marina District and more.
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