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:
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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