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Actively managing a significant portfolio is a complex and time-consuming job. Delegating your investment management responsibilities to a trusted financial advisor isn’t just a time-saver, it makes good sense.

TIAA-CREF Private Asset Management may be just the solution for individual clients who:

  • Have investable, non-pension assets of more than $1 million.
  • Require direct access and personalized, individual attention from a dedicated Portfolio Manager.
  • Require a variety of asset choices to achieve financial goals.
  • Have specific needs that require portfolio personalization or customization.
  • Have tax considerations that need to be managed or seek customized portfolios for an IRA rollover.
  • Want to use a trust for a substantial program of charitable giving and/or other philanthropic activities.
  • Are approaching retirement and want to consolidate considerable assets under a single investment management program.

As we conduct due diligence, fundamental research or investment selection, we are always focused on what’s best for you.


Ready to get started?

  • Call us at 800 927-3059, weekdays 8:00 a.m. to 7:00 p.m. ET.

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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