Our investment professionals will create a portfolio based on what’s important to you. We can build a portfolio designed to help reduce exposure to major downward market movements. Or, if you’re more concerned about attempting to match or exceed market returns in both rising and falling market environments, we can build a portfolio with investments that aim to outperform their respective benchmarks over a full market cycle.
We can select managers who will actively manage your portfolio with a goal of delivering better performance than the market in general (either in terms of better returns or reduced risk). We can also use passive managers who attempt to match the performance and risk of the market via index strategies and Exchange-Traded Funds (ETFs).
Your portfolio will be customized based on your preferences including:
To get a better idea of what a portfolio might look like and how it has performed, take a look at one of our six sample portfolios. Please keep in mind that because your portfolio is custom-tailored to your goals, risk tolerance, and preferences, your particular investment strategy may not be represented here.
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 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.