If you don't have the time or comfort level to make your own decisions, an experienced TIAA-CREF consultant can manage and monitor your portfolio for you.
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? We can implement a plan that ensures your assets are invested, managed, and distributed according to your wishes.*
* Minimum investment $1 million to Personal Trust Services
** TIAA was founded in 1918
1 Based on assets under management across Nuveen Investments affiliates and TIAA-CREF investment management teams as of December 31, 2014, respectively.
Managed Accounts are a fee-based service.
Certain securities may not be suitable for all investors. Securities are subject to investment risk, including loss of the principal amount invested.
Investment (including securities), 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 mutual funds available through TIAA-CREF, including available share classes and certain funds within a fund family, may change over time at TIAA-CREF’s discretion.
TIAA-CREF Trust Company, FSB provides trust and investment management services.
Brokerage Services are provided by TIAA-CREF Brokerage Services, a division of TIAA-CREF Individual & Institutional Services, LLC, Distributor. Member FINRA and SIPC.
Brokerage accounts are carried by Pershing, LLC, a subsidiary of The Bank of New York Company, Inc. Member FINRA, NYSE, SIPC.
You should consider the investment objectives, risks, charges and expenses carefully before investing. Please contact your financial advisor or call 877 518-9161 for product and fund prospectuses that contain this and other information. Please read the prospectus carefully before investing. Investing involves risk, including possible loss of principal.
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