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.
Open to all
Compare IRA Solutions
Evaluate all your IRA options at a glance, comparing the features and benefits of each.
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 include Retail, Retirement, Premier and Institutional fund share classes; CREF Variable Annuity Accounts; and the Life Funds. Please note Morningstar rates CREF group variable annuities within the open-end mutual fund universe. Current rankings may be higher or lower on a monthly basis. Morningstar is an independent service that rates mutual funds and variable annuities. The top 10 percent of accounts in an investment category receive five stars, the next 22.5 percent receive four stars, and the next 35 percent receive three stars. Morningstar proprietary ratings reflect historical risk-adjusted performance and can change every month. They are calculated from the account’s three-, five- and 10-year average annual returns in excess of 90-day Treasury bill returns with appropriate fee adjustments, and a risk factor that reflects subaccount 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 10-year ratings for periods ended September 30, 2014. Past performance cannot guarantee future results. For current performance and rankings, please visit https://www.tiaa-cref.org/public/tcfpi/InvestResearch.
Talk to an IRA specialist
Monday – Friday 8 AM – 10 PM (ET)
Saturday 9 AM – 6 PM (ET)
Find the right TIAA-CREF IRA
It'll take less than five minutes to find the right fit