The Portfolio Advisor program professionally manages your portfolio using a strategy customized to your individual goals and what’s important to you.
Portfolio Advisor follows a disciplined management process, on your behalf, that includes:
Minimum Investment: $50,000
The process starts with a deep understanding of your investment goals and needs, which you’ll review with a TIAA-CREF Advisor. Based on this understanding, disciplined research, and careful asset selection, TIAA-CREF designs your portfolio for you.
Your portfolio will be monitored and adjusted automatically to keep it on track — saving you time, research and worry. Detailed quarterly reports help you track your progress towards your goals.
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Portfolio Advisor is an advisory fee based solution. Advisory services are provided by Advice & Planning Services, a division of TIAA-CREF Individual & Institutional Services, LLC, a registered investment adviser.
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.
** Through an Investment Solutions IRA, available to eligible participants only through our guaranteed annuity products only. Guarantees are backed by the issuer.
*** Morningstar ratings based on the lowest cost share class for each mutual fund, based on U.S. open end mutual funds. For a fund with multiple share classes and the same pricing, the share class with the longest performance history is used. Morningstar ratings may be higher or lower on a monthly basis. Morningstar is an independent service that rates mutual funds. The top 10% of funds in an investment category receive five stars, the next 22.5% receive four stars and the next 35% receive three stars. Morningstar proprietary ratings reflect historical risk-adjusted performance and can change every month. They are calculated from the fund’s three-, five- and ten-year average annual returns in excess of 90-day Treasury bill returns with appropriate fee adjustments, and a risk factor that reflects fund performance below 90-day T-bill returns. The overall star ratings are Morningstar’s published ratings, which are weighted averages of its three-, five- and ten-year ratings for periods ended March 31, 2015. Past performance cannot guarantee future results. For current performance and rankings, please visit https://www.tiaa-cref.org/public/tcfpi/InvestResearch.
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Saturday 9 AM – 6 PM (ET)
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