Why use a Professional?

Why use a professional management service?

The management of funds is a sophisticated business which is based on a range of informational sources, along with special communications and analytical equipment that is not normally available to most private investors.  Additionally, the evaluation of market indicators is a time consuming process that is done daily by the management service and that, in Treece Investment Advisory Corp’s opinion, is more accurately performed by those with years of management experience.

There are several solid reasons why you should use the professional money management service offered by Treece Investment Advisory Corp.

1. Two-Tier Management - Aside from our own management, the managers of the various funds in which we invest have professional experience.
2. Diversification - By investing in mutual funds, we spread the investment to minimize the risk.
3. Commission-Free Switches - Unlike stocks or mutual fund trading where commissions are often charged, a nominal fee (typically $5.00 per account) is charged by the fund on each switch.
4. Conservative Management - If the economic situation does not appear favorable for investment, we simply move your assets into your own personal money market fund.
5. Reporting - We publish a monthly newsletter which keeps you informed of our current investment strategies.  When we make a switch, the fund generates a confirmation to you showing the exchanges, any liquidations, additions, current share value and the number of shares in your account, confirming the value of your assets in the funds. Account Balances are available on the mutual fund company's website.

Account Reviews and Reports

REVIEWS: Dock Treece, President of Treece Investment Advisory Corp., continuously monitors the underlying securities in client accounts.   Further, accounts are reviewed upon each exchange between mutual funds and at the end of each quarter.  The firm employs Assistant-Administrators who reviews all accounts for correct exchanges, prices, dates and values.

REPORTS: In addition to reports provided by individual mutual funds when trades occur, Treece Investment Advisory Corp. will provide clients with a brief summary of the switches of the mutual fund investments together with a statement of the value of each account at the end of each calendar quarter.  The gains report will include any capital gains and/or dividends reinvested in the account.