The goal of any sound Endowment Management (PDF) strategy is to develop a well-defined investment plan that adheres to prudent investment principles while providing the investment selection services and flexibility to add value.
TIAA-CREF Trust Company, FSB will provide investment management services and will assist your organization by providing guidance in your review of investment policies. We start by assessing the objectives and determining the risk tolerance of each client.
Our portfolio managers have particular expertise in working with not-for-profit organizations, and we commit ourselves to being part of your ongoing performance review process. We strongly believe that assistance in the periodic review of investment policies is essential to our long-term effectiveness.
We believe in a team approach to client servicing. Each of our clients is assigned to an account service team composed of key specialists in portfolio management, administrative services and endowment fund sub-accounting.
Your account is assigned a seasoned portfolio manager who will assume primary responsibility for your relationship and will be your contact for investment management matters, as well as for ongoing consultation with regard to your investment policy. Our portfolio managers bring extensive market experience along with access to the products and services TIAA-CREF offers.
Among other things, our portfolio managers analyze data (historical capital market rate of return data from 1926 to the present) to maintain a dynamic historical perspective on the impact of various asset classes on the portfolio. Our allocation and investment product recommendations seek to support the long-term objective of your portfolio by diversifying to achieve an appropriate balance between spending needs, risk and return.
Our trust administrators coordinate support functions to ease the burden on your internal staff. Our capabilities include:
Our proprietary system accommodates the multilevel sub-accounting that is critical for some institutions. Reports can be customized with a high level of detail and are fully reconciled on a monthly basis.
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.
The tax information contained herein is not intended to be used and cannot be used by any taxpayer for the purpose of avoiding tax penalties. It was written to support the promotion of TIAA-CREF Trust Company, FSB. Taxpayers should seek advice based on their own particular circumstances from an independent tax advisor.
TIAA-CREF Trust Company, FSB, provides investment management and trust services. TIAA-CREF Individual & Institutional Services, LLC, member FINRA distributes securities products.
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