Our managed account programs put a team of experienced financial professionals in charge of your portfolio.
We work closely with you to understand your current situation, risk tolerance, financial goals, and other factors in order to determine the best way to manage your money.
We handle the day-to-day management of your portfolio — including investment research and selection, and periodic rebalancing — on your behalf, based on your unique needs and goals.
Comprehensive portfolio management.
Whether you are consolidating accounts through an IRA rollover, or need advice for your taxable accounts — TIAA-CREF’s managed account programs provide comprehensive portfolio management.
Your dedicated TIAA-CREF resource will create a custom-tailored portfolio, and:
Fees are straightforward and based on the assets in your account.
Why do I need a managed account?
The bottom line is that managing an investment portfolio is a full-time job. With our managed accounts programs, we handle all the day-to-day decisions for you so you can focus on what’s important to you.
Here are some of the benefits of having a professionally managed account versus going it alone:
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.