TIAA TIAA

COMPLEX NEEDS

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, 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.