Who We Are

Treece is not your typical wealth management firm.

Treece Investment is proud that our proven, successful money management philosophy stands up against our peers.

Treece Investments uses a sector-rotation strategy, which is a way of saying we manage money in accord with what the market is actually doing. The partners at Treece Investments firmly believe that the market doesn’t care about us. We operate with the understanding that investments only care about economic conditions.

Put differently, the Treece Investments philosophy is centered on the idea that “it’s not what you own, it’s when you own it.”

The founding of Treece Investments was born out of this philosophy more than 30 years ago, when founding partner Dock D. Treece co-founded the firm that would later become Treece Investment Advisory Corp.

While Dock D. Treece originally founded Treece Investment Advisory Corp and Treece Financial Services Corp, and continues to serve as the President of both companies, the partners maintain all the designations and licenses necessary to run both firms.

The success of these business entities is predicated on the willingness of the partners to commit themselves to a different way of doing business—a way of doing business that is ultimately best for all the money we manage, including our own. It’s a commitment in which you can place your trust. We never do anything with your money what we don’t do with our own.

For regulatory information on brokers and advisors, please refer to the FINRA BrokerCheck Tool.

Latest Treece Media:
1.15.19

The Government Shutdown Continues; 1/15/2019 WSPD

Tuesday morning Dock talks about the government shutdown, the Yellow Vest protests in France, the LA county teachers walkout, PG&E's bankruptcy, smaller businesses showing profits while larger companies see stalled growth, the Detroit Auto Show and much more.
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Ray Dalio’s Take on the Economy; 1/14/2019 WSPD

On Monday Dock and Fred talk about Ray Dalio's comments on the economy, PG&E filing for bankruptcy, Vanguard adjusting their brokerage platform and more.
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1.10.19

The First Jobs of the Wealthy; 1/10/19 WSPD

On Thursday Dock and Fred talk about the Dow being up 4 consecutive days, mortgage applications, central banks buying stocks and bonds and the job path many wealthy people took before they found financial success.
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