Treece Investment Advisory Corp. Employee Directory

Financial ServicesOhio, United States0-1 Employees

Treece Investment Advisory Corp. is a wealth-management firm in the financial services industry, based in Toledo, Ohio. It uses a sector-rotation strategy that ties investment actions to prevailing market conditions, reflecting a view that timing matters more than the specific assets owned. The firm's founding traces back to more than 30 years ago, when Dock D. Treece helped establish the entity that would become Treece Investment Advisory Corp.; he remains president of related firms, and the partners hold the licenses needed to operate both Treece Investment Advisory Corp. and Treece Financial Services Corp.

With a focus on wealth management, the company serves clients seeking guidance on managing their investments, operating as a small advisory practice in Toledo. Its positioning within financial services centers on a disciplined, market-driven approach and a philosophy that emphasizes the timing of ownership in relation to economic conditions.

Sign up for free to view info

Company overview Email format