Managed account programs

Gain a lifelong financial partner to help you create your wealth strategy, manage your investments and keep you moving toward your financial goals now and into the future.1 

Call us at 888-211-3868.

Get the basics

Investing built around you

Your goals. Your values. Your preferences.

Personal attention

We'll get to know you better so together we can build a well-thought-out, long-term strategy that's right for you.

Thoughtful planning

Based on your unique financial profile, we'll construct an investment portfolio to help you pursue your objectives.

PURPOSEFUL PROCESS

Fund selection, daily oversight, tax management services and efficient rebalancing help maximize your portfolio's potential.

Working with us

A team to support all your planning needs

Your TIAA advisor is your primary contact. For more complex needs, including trusts and managed account services,2 your advisory team can call on specialists in other areas. Valuable online tools and resources are also available anytime you need them.

Planning support team
Changing with you

A financial partnership for life

As your life changes, so do your financial needs. We focus on your complete financial picture, as you work with us, through all stages of life—whether you're looking to build wealth, draw upon it or leave it to heirs or a charitable cause.

During your career

During your career

We review your account regularly and make adjustments as needed to ensure your investment strategy and objectives are aligned.

Into retirement

Into retirement

We help you develop an income strategy to confidently live the life you worked so hard to achieve.

Throughout retirement

Throughout retirement

We'll continue to make adjustments to your portfolio to help you maintain your lifestyle, preserve wealth and leave a legacy in a risk-appropriate and tax-efficient manner.

During your career
Into retirement
Throughout retirement
take action

Starting the conversation

Talk to us to find out more.

Weekdays, 8 a.m. − 7 p.m. (ET)

888-211-3868

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Services

Advisory and Investment Services

From do-it-yourself online investing to full-service financial advice, we can help.

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Services

Personal trust services

We make sure your assets are invested, managed2 and distributed according to your wishes.

Learn about trusts

1 Nothing on this page is intended to, nor should it be construed to, suggest the creation a legal partnership or joint enterprise.

2 TIAA-CREF managed account services provide discretionary investment management services for a fee.

Advisory services are provided by Advice & Planning Services, a division of TIAA-CREF Individual & Institutional Services, LLC, a registered investment adviser.

This material is for informational or educational purposes only and does not constitute fiduciary investment advice under ERISA, a securities recommendation under all securities laws, or an insurance product recommendation under state insurance laws or regulations. This material does not take into account any specific objectives or circumstances of any particular investor, or suggest any specific course of action. Investment decisions should be made based on the investor’s own objectives and circumstances.

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