If you’re looking for a smart, complete approach to sustaining your retirement income, transferring assets and selecting investments, we offer solutions for every stage of your life.
When it comes to planning for your life, you may want to consider a range of options — all offered through TIAA-CREF:
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
Our Private Asset Management team provides a dedicated Portfolio Manager who can work with your advisory team to develop a customized investment solution and professionally managed portfolio for your investments of more than $1 million.Personal Trust Services
Our Personal Trust Services program is designed for clients with 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.
*Managed Accounts are fee-based services.
Investment, insurance and annuity products are not FDIC insured, are not bank guaranteed, are not deposits, are not insured by any federal government agency, are not a condition to any banking service or activity, and may lose value.
Individual Advisory Services are provided by Advice & Planning Services, a division of TIAA-CREF Individual & Institutional Services, LLC, a registered investment adviser. TIAA-CREF Individual & Institutional Services, LLC, also distributes securities and provides additional brokerage services in its capacity as a registered broker/dealer, member FINRA.
TIAA-CREF Trust Company, FSB provides investment management and trust services.
TIAA-CREF Life Insurance Company (TIAA-CREF Life) is a wholly owned subsidiary of Teachers Insurance and Annuity Association of America (TIAA). Life Insurance is issued by TIAA-CREF Life Insurance Company, New York, NY. Each of the foregoing is solely responsible for its own financial condition and contractual obligations.
Weekdays 8 a.m. to 6 p.m. (ET)