Managed Accounts

There’s no one in the world like you — that’s why your investment strategy should be as unique as you are. You can rely on TIAA-CREF for comprehensive, strategic management of all your personal investment accounts — whether your goal is to leave a legacy for your children or get peace of mind for your retirement.

Portfolio Advisor Program 
Portfolio Advisor manages your portfolio using a strategy customized to your individual goals and what’s important to you. Your portfolio is monitored and adjusted automatically to keep it on track.

Private Asset Management 
Private Asset Management provides you with personalized, professional investment management services for portfolios of $1 million or more. A dedicated Portfolio Manager can design the right solution for you, your family, or your foundation.

Personal Trust Services 
Do you have estate planning needs and more than $1 million in assets? We can implement a plan that ensures your assets are invested, managed, and distributed according to your wishes.


Contact a TIAA-CREF Advisor

More on Managed Accounts