If you’re looking for a smart, complete approach to sustaining your retirement income, transferring assets and selecting investments, we offer solutions for every stage of your life.

Services and solutions that fit your lifestyle

When it comes to planning for your life, you may want to consider a range of options — all offered through TIAA-CREF:

Managed Accounts and Services*

You can rely on TIAA-CREF for comprehensive, strategic management of all your personal investment accounts — whether your goal is to leave a legacy for your children or get peace of mind for your retirement.

Portfolio Advisor Program

Portfolio Advisor manages your portfolio using a strategy customized to your individual goals and what’s important to you. Your portfolio is monitored and adjusted automatically to keep it on track.

Private Asset Management

Our Private Asset Management team provides a dedicated Portfolio Manager who can work with your advisory team to develop a customized investment solution and professionally managed portfolio for your investments of more than $1 million.

Personal Trust Services

Our Personal Trust Services program is designed for clients with estate planning needs and more than $1 million in assets. We can implement a plan that ensures your assets are invested, managed and distributed according to your wishes.

More on Managed Accounts

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