Tiaa managed accounts
An approach built for you. Professional management by us.
With a TIAA Managed Account we do the work for you. Your dedicated team will build and manage an investment portfolio based on your preferences, adjusting as your needs change.
What is a managed account?
With a managed account, a professional manages your investments for you, including operating your account and making trades on your behalf. A managed account can be especially helpful if you don't have time to research and invest on your own, aren't confident in your financial knowledge or simply don't want to do it yourself. At TIAA, managed accounts are part of our
Managed accounts overview
Your money. Your choices. Our heavy lifting.
Personalized to you
Our team of experienced professionals will create a customized investment portfolio centered around you and your financial plan, aligning to your priorities and preferences.
Managed on your behalf
We keep your assets aligned to your plan, so you don’t have to. Benefit from an elevated level of investment management with proactive portfolio oversight—including rebalancing, tax optimization and risk management.
Collaborate with your team
Your dedicated team will support you as your needs evolve, providing ongoing communication, progress reports and collaboration to shape your financial future.
Managed account solutions
Get services tailored to your needs.
You’re not an algorithm, and neither is your portfolio when it’s managed by us.
Portfolio Advisor
Ongoing account management from our experienced team.
- Your team comes from TIAA’s central Investment Management Group (IMG)
- Services include multigoal scenario planning, retirement income planning and more
- Investments are based on model portfolios and customized to your risk preferences
- Available to those with at least $50,000 in assets
Private Asset Management
Advanced financial planning from a dedicated advisor and specialized team.
- Your team includes a dedicated portfolio manager, a service manager, the Trust Client Solutions Group and wealth planning specialists
- Services include insurance, philanthropy, trust administration and estate planning
- Investments are institutional grade and provided by your portfolio manager
- Available to those with at least $1 million in assets
Your advisor can recommend the service that's right for you.
Team-led approach
Investing built around you.
Your dedicated team focuses on an investment approach tailored to your financial needs, individual circumstances and risk profile.
What people ask us.
What is a managed account?
With a managed account, a professional manages your investments for you, including operating your account and making trades on your behalf. A managed account can be especially helpful if you don't have time to research and invest on your own, aren't confident in your financial knowledge, or simply don't want to do it yourself. At TIAA, managed accounts are part of our Wealth Management offering, which is independent from the services we offer in our retirement plans.
What is a managed brokerage account?
“Managed brokerage account” is another way of saying managed account.
Managed account versus brokerage account
In a managed account, a professional manages your investments for you, including operating your account and making trades on your behalf. A brokerage account is self-directed, meaning you don’t have expert help—instead you operate the account and invest on your own.
A managed account can be especially helpful if you don't have time to research and invest on your own, aren't confident in your financial knowledge or simply don't want to do it yourself.
A brokerage account could be for you if you want full control over your investments, are confident you have the necessary knowledge, and have the time to monitor and make changes at appropriate times.
Need more information?
Schedule a complimentary meeting with one of our team members or consultants, who will answer all your questions and advise on next steps.
Call 844-567-9077, or schedule a time with us.
TIAA managed account services provide discretionary investment management services for a fee.
Investing involves risk and the value of your investments may gain or lose value and fluctuate over time. Investments in managed accounts should be considered in view of a larger, more diversified investment portfolio. Individuals should consult with an independent tax advisor, CPA and/or attorney for specific advice based on the individual's personal circumstances.
This material is for informational or educational purposes only and is not fiduciary investment advice, or a securities, investment strategy, or insurance product recommendation. This material does not consider an individual’s own objectives or circumstances which should be the basis of any investment decision.
Advisory services are provided by Advice & Planning Services, a division of TIAA-CREF Individual & Institutional Services, LLC, a registered investment adviser. TIAA Trust, N.A. provides investment management, custody and trust services