Your Individual Advisory Services Team will recommend a solution built just for you.

Professionally Managed Accounts

Professionally Managed Accounts

Our managed account programs put a team of experienced financial professionals in charge of your portfolio. We handle the day-to-day management of your portfolio, based on your unique needs and goals. Learn more about Managed Accounts 

Personal Trust Services

Personal Trust Services

Personal Trust Services provides estate planning for clients with more than $1 million in assets. We can implement a plan that ensures your assets are managed according to your wishes. Learn more about Personal Trust Services 

More from TIAA-CREF

Are you interested in making your own investment choices or adding to your Individual Advisory Services plan? We offer our clients access to our broad range of investment products, including:

  • IRAs: Traditional, Roth and SEP IRAs for retirement planning.
  • Mutual Funds: A family of no-load mutual funds.1
  • After-Tax Annuities: Flexible premium deferred variable annuity and single premium immediate annuities.
  • Brokerage Services: Invest in stocks, bonds and thousands of mutual funds.2

Contact your Individual Advisory Services Team

  • 888 211-3868
    Weekdays 8:00 a.m. - 6:00 p.m. ET

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