Your trust utilizes the investment services of Private Asset Management to manage the investment portion of your fiduciary account. Your dedicated Portfolio Manager is continually focused on maximizing your returns based on your specific needs, risk tolerance, and objectives.
In addition to growing your investments, we provide the following trust administration services and more:
When you establish a trust, you may act as sole trustee, or TIAA-CREF Trust Company, FSB can assume varying levels of responsibility on your behalf. If it is your preference, TIAA-CREF Trust Company, FSB can serve as the:
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, a registered investment advisor, provides investment advisory services. Trust services are provided by TIAA-CREF Trust Company, FSB.