Portfolio Advisor Program


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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:

  • Personalized portfolio management for clients with taxable and IRA assets of more than $50,000
  • Disciplined research and careful asset selection drive our investment processes
  • Tax-sensitive investment strategies and asset allocation tailored to your goals and risk tolerance
  • Your portfolio will be monitored and adjusted automatically to keep it on track
  • Customization includes socially-responsible investing, passive or active manager selection, or a portfolio built primarily with TIAA-CREF Funds, when preferred

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TIAA-CREF builds, manages, and monitors your portfolio to help ensure that it stays on track with your objectives and goals.

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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 for you.

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We design your portfolio for you, based on your personal needs combined with our strategic asset allocation and disciplined ongoing research process.

Ready to get started?

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.

Contact a TIAA-CREF Advisor

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