Have a goal in mind? Let’s make it happen.

Invest confidently and open a new kind of managed account. Answer a few questions about your goals and preferences and we’ll provide you with a customized investment strategy.
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Custom Investment Mix

Get tailored investment recommendations based on your personal goals and preferences.

Personalized Savings Plan

Play around with a projected future value calculator to see how much money you could
potentially save.

Daily Managed Account

Our team of financial specialists will monitor and manage your portfolio daily to ensure you stay on track.
Discover the difference
Personal

Smart portfolios

We’ll recommend a portfolio that matches your unique investing goals and style.
Trusted

Hands-on

Our experienced team uses advanced technology to put your money to work.
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Automatic rebalancing

We monitor your account daily and make adjustments as needed to help keep you on track.

We manage your portfolio for less.

With a low* advisory fee of 0.3% annually,  you’ll have more to save.
 
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Person in Office talking on phone

Questions? We’re here to help.

Our team of experienced consultants can help you get the most out of our investment tools and create an account.
Weekdays, 8 a.m. - 7 p.m. (ET)
 
*The TIAA Personal Portfolio advisory fee is typically lower than advisory fees associated with traditional investment advisers. The 0.30% advisory fee covers account management, advice, trading and administrative expenses. It does not include the fees and expenses of the mutual funds and ETFs held in your account (which are detailed in each fund's prospectus).
 
The TIAA Personal Portfolio program provides discretionary investment management services for a fee.
 
Investing involves risk and your investments may gain or lose value, and will fluctuate over time. Investment, insurance and annuity products are not FDIC insured, are not bank guaranteed, are not bank deposits, are not insured by any federal government agency, are not a condition to any banking service or activity, and may lose value.
TIAA Personal Portfolio services are offered through Advice & Planning Services, a division of TIAA-CREF Individual & Institutional Services, LLC, a registered investment adviser. Brokerage services are provided by TIAA-CREF Brokerage Services, a division of TIAA-CREF Individual & Institutional Services, LLC, distributor, member FINRA and SIPC. Brokerage accounts are carried by Pershing, LLC, a subsidiary of the Bank of New York Company, Inc., member FINRA, NYSE, SIPC.
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