If you’re looking for personalized management of your retirement savings, rolling over to a Portfolio Advisor IRA may be right for you.
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:
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 yours goals.
The Portfolio Advisor program can be an ideal way to simplify your financial life.
Contact an IRA specialist at 800 927-3059 for more information
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Portfolio Advisor is a fee-based program.
Portfolio Advisor 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.
TIAA-CREF Individual & Institutional Services, LLC, Teachers Personal Investors Services, Inc., and Nuveen Securities, LLC, Members FINRA and SIPC, distribute securities products. Annuity contracts and certificates are issued by Teachers Insurance and Annuity Association (TIAA) and College Retirement Equities Fund (CREF), New York, NY.