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:
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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