When you choose the TIAA-CREF Portfolio Advisor Program, you enjoy customized investment management that helps you meet your financial goals — while also managing risk. You have the benefits of personalized, disciplined investment management driven by your investment objectives and goals.
Portfolio Advisor considers a series of investment issues that you care about — and uses them to create a portfolio based on what’s important to you. For example, we can create a portfolio designed to help reduce exposure to major downward market movements.
Your tailored portfolio will include an asset allocated mix of mutual funds and Exchange-Traded Funds (ETFs) chosen through a disciplined research process. Your existing holdings may also be included as a transition management strategy.
Our research team isn’t done when your portfolio is fully invested — that’s really just the beginning. Once your portfolio is set up, we automatically handle all decisions on your behalf, including:
Portfolio Advisor program fees are straightforward and based on the assets in your account.
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.
An Investment Plan Built for You - Watch Video>