Treece Financial Service

read moreTreece Investment Advisory Corp is a discretionary money management firm. Presently the firm manages roughly $50 million for more than 550 individual and institutional clients. Our firm is a true money manager-we don't sell insurance products. Using an economic-based model that rotates assets across market sectors, we handle a variety of accounts. Prospective clients are always encouraged to call our office at 800-624-5597 or contact one of our firm's partners. For regulatory information on brokers and advisors, please refer to the FINRA BrokerCheck Tool.

read moreMost 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.

read moreTreece 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.