Welcome to TreeceInvestments.com.

Treece Investment Advisory Corp is a Toledo, Ohio-based firm that manages money for more than 500 clients across the U.S. using its proprietary money management system. While most of our clients are individuals with accounts such as IRAs, trusts, as well as personal and joint investment accounts, we also manage money for foundations, companies, employer-sponsored retirement plans, and self-directed 401(k) accounts. No matter the account type, Treece Investments does not pool client accounts. Every client has their own separate account at a third party custodian, who supplies regular statements with updated client holdings. Clients also receive trade confirmations after Treece Investments has made changes to their portfolio on their behalf.

Treece Investments applies its dynamic asset allocation model to a wide variety of accounts of all sizes. As a result, our clients are able to take advantage of our unique money management system and accumulated knowledge of the markets, which we’ve been using for more than 30 years. Our system includes a unique concept of risk which is only recently being accepted by many institutions, which have seen substantial losses from traditionally low-risk investments the past few years. The principals of our firm have such faith in our system that they invest their own assets in the same manner as clients, and are among our largest clients. Our strategy allows us to manage money more efficiently than any firm on Wall Street without any sacrifice in customer service.