Managed accounts programs

Financial professionals engaged on your behalf can help you pursue financial goals to and through retirement. With TIAA's managed accounts programs, you gain a life-long financial partner.1

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Learn about our personalized approach

A dedicated team delivers a tailored solution for you

Get the basics

Investing built around you.

Your goals. Your values. Your preferences.

Financial Planning

Together we’ll build a well-thought-out, long-term strategy to help you overcome the ups and downs of investing.

It's Personal

We'll ask questions to get to know you better and construct an investment portfolio aligned to your unique financial profile.

PURPOSEFUL PROCESS

A mix of assets, fund selection, daily oversight and rebalancing help reduce the likelihood of unintended outcomes.

Working with us

Available support when you need it, on the web and by phone.

A Wealth Management Advisor or Advisory Consultant is your primary contact. Useful tools and resources are readily available online anytime you need them. For more complex needs, including trusts and managed account services,2 your advisory team can call on specialists in other areas.

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A life-long financial partnership

As your life changes, so do your financial needs. We focus on your complete financial picture, as you work with us, through all your life stages – 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 course corrections 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
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Starting the conversation

We're here to answer your questions and set up a meeting.

weekdays, 8 a.m. − 10 p.m. (ET)

844-567-9077

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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.

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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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