How TIAA’s managed accounts can meet your needs
Your investment management needs may go beyond simply balancing risk and return or selecting the right investments. We provide a portfolio strategy that takes into account your investment objectives, considers all your assets and income, and reflects your personal preferences. We’re your life-long financial partner every step of the way.
Portfolio Advisor
Portfolio Advisor manages taxable and IRA investments using a strategy customized to your needs, goals and personal beliefs. We handle investment selection, asset allocation, and rebalancing on your behalf. A minimum investment of $50,000 is required.
Private Asset Management
With Private Asset Management, you benefit from all the research, expertise, technology and resources of TIAA. Because the journey to financial well-being can be challenging – and it’s important for you to feel comfortable with how your money is managed.
Work with a dedicated advisor and portfolio manager who take the time to understand your concerns and responsibilities – and what matters most to you. Private Asset Management requires a minimum $1 million investment.
Personal Trust Services
TIAA-CREF Trust Company, FSB, offers expertise in establishing and managing a range of trust types. You can have confidence that your assets are managed by a team of specialists who consider all of your investment needs.