Save time, research, and worry with the Portfolio Advisor program.
Managing an investment portfolio is a challenging, ongoing job. Portfolio Advisor manages taxable and IRA investments using a strategy customized to your needs, goals and personal beliefs. We handle all ongoing investment decisions — like investment selection, asset allocation, and rebalancing — on your behalf.
Key program features:
Unique value and advantages
TIAA-CREF builds, manages, and monitors your portfolio to help ensure that it stays on track with your objectives and goals.
A portfolio based on what's important to you
Your advisor works with you to gain a deep understanding of your investment goals and needs. Based on this understanding, disciplined research, and careful asset selection, TIAA-CREF designs a portfolio customized to your requirements for asset growth or retirement income.
The investment process
We design your portfolio for you, based on your personal needs combined with our strategic asset allocation and disciplined ongoing research process.
To learn more about Portfolio Advisor, please call your Advisor. If you don’t have a TIAA-CREF Advisor, you can:
Investment, insurance and annuity products are not FDIC insured, are not bank guaranteed, are not bank deposits, are not insured by any federal government agency, are not a condition to any banking services or activity, and may lose value.
Portfolio Advisor is a fee-based investment advisory managed account service offered through Advice & Planning Services, a division of TIAA-CREF Individual & Institutional Services, LLC, a registered investment adviser.
How Portfolio Advisor Meets Your Needs - Watch Video>