How We Work With You


Our Investment Process

A lasting legacy means different things to different people, and so does growing an endowment — or even creating retirement income. Whatever your goals are, we dig deep to uncover what they really mean to you or your organization.

Personalized investment management requires truly personal attention.

Private Asset Management will assemble a team of professionals — chosen based on your distinct needs — who are dedicated to your portfolio and your best interests. Only when we completely understand the detailed future you envision can we create the right investment plan to meet your needs.

Your Portfolio Manager and team will:

How We Work with You Graphic

  1. Understand Your Individual Needs

    • Perform current financial review
    • Review existing investment vehicles and overall portfolio
    • Identify all assets and liabilities
  2. Establish Investment Objectives

    • Analyze financial needs
    • Establish financial goals and objectives
    • Create Investment Policy Statement
  3. Develop Asset Allocation

    • Assess your objectives, risk profile, and time horizon
    • Implement proprietary asset allocation strategies
    • Build your investment plan
  4. Construct Portfolio and Implement Strategy

    • Carefully consider tax implications
    • Incorporate current investment vehicles if appropriate
    • Utilize proprietary equity, fixed income, mutual fund selection strategy
  5. Monitor and Communicate Results

    • Continually monitor and communicate results
    • Refine original goals if appropriate
    • Work closely with your outside professional advisors as needed
  6. Rebalance Portfolio

    • Adjust strategy as required

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.

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© 2014 and prior years, Teachers Insurance and Annuity Association - College Retirement Equities Fund (TIAA-CREF), New York, NY 10017