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Treece Investment Advisory Corp.

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Treece Investment Advisory Corp.

Overview:

Treece Investment Advisory Corp. is an Investment Adviser registered with the Securities and Exchange Commission. Its clients consist of individuals, high net worth individuals, trusts, and corporations or other business entities.

Treece Investment Advisory Corp. continuously monitors mutual funds and manages advisory accounts on a discretionary basis. Treece Investment Advisory Corp. manages investments in mutual funds by allocating clients' assets between different funds depending on changing economic conditions.

Treece Investment Advisory Corp. incorporates a professional asset management strategy that works within a family of mutual funds to accomplish two goals: First and foremost is to protect the principal invested, and second is to increase the amount of capital.

Investment Philosophy
Treece Investment Advisory Corp. seeks to achieve its dual goals of preservation and growth by utilizing certain mutual fund families which offer conversion privileges. They permit switching assets to different funds (without a commission) to increase profit potential and minimize risk. This method allows an investor's capital to grow in aggressive markets and be moved out of those markets when growth subsides. These funds can be moved to other markets, or if conditions warrant, be moved to a money market fund to protect the investment.

Treece Investment Advisory Corp. continually monitors mutual funds, but does not advise clients concerning short sales, margin transactions, options, commodities or individual stocks/bonds. Treece Investment Advisory Corp. manages investment advisory accounts not involving Investment Supervisory Services.

Toll Free: +1 800 624 5597

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