Which Managed Account is Right for You?

Not sure which managed account fits your financial situation and objectives? The following is a high-level view of TIAA-CREF managed account services. If you still have questions after reviewing the benefits of each account below, please call us at 800 927-3059 to discuss your options or learn more. A TIAA-CREF Advisor can help you make an informed decision based on your needs and objectives.



Portfolio Advisor ProgramPrivate Asset ManagementPersonal Trust Services

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Investment Minimum$50,000+1,000,000+1,000,000+
Account TypeFull range of taxable and individual retirement account (IRA) and Trust account registrations.Full range of taxable and individual retirement account (IRA) and Trust account registrations.Full range of taxable and individual retirement account (IRA) and Trust account registrations.
Your Needs
  • Professional help and a portfolio tailored to your goals and what’s important to you.
  • Management of the initial and on-going investment selection, asset allocation, and periodic rebalancing.
  • A customized and professionally managed portfolio for your investments of more than $1 million.
  • A dedicated portfolio manager and a team of professionals to make investment decisions on your behalf.
  • A professionally managed portfolio within a fiduciary account and your trust relationship has more than $1 million.
  • Wealth planning that addresses asset ownership, especially for tax and estate planning purposes.
Investment StrategyDisciplined, research-driven process that builds a portfolio that considers your risk profile, time horizon, and other factors that are important to you.Disciplined, research-driven investment strategy matched to your risk/return profile including personalized tax-sensitive investment management where appropriate.Disciplined, research-driven investment strategy matched to your trust’s terms to maintain continuity in managing assets should you become incapacitated or die.
Investment HoldingsAsset allocated mix of investments, including stock and bond mutual funds and ETFs. Ability to choose passive or active managers — or a mix of both.Asset allocated mix of investment options — including individual equities and bonds, active and passive mutual funds, ETFs, and non-correlated assets (when appropriate).Asset allocated mix of investment options — including individual equities and bonds, active and passive mutual funds, ETFs, and non-correlated assets (when appropriate).
Your Relationship with TIAA-CREFDedicated Advisor / teamDedicated portfolio manager, and account administrative specialistDedicated portfolio manager, account administrative specialist and professional support on estate and tax planning

Please contact a TIAA-CREF Advisor to learn more about the different fees structures for the programs listed.

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