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We are a discretionary money management firm. Treece 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.
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