Managed Accounts
Managed Accounts
There’s no one in the world like you — that’s why your investment strategy should be as unique as you are. You can rely on TIAA-CREF for comprehensive, strategic management of all your personal investment accounts — whether your goal is to leave a legacy for your children or get peace of mind for your retirement.
Portfolio Advisor Program 
Portfolio Advisor manages your portfolio using a strategy customized to your individual goals and what’s important to you. Your portfolio is monitored and adjusted automatically to keep it on track.
Private Asset Management
Private Asset Management provides you with personalized, professional investment management services for portfolios of $1 million or more. A dedicated Portfolio Manager can design the right solution for you, your family, or your foundation.
Personal Trust Services
Do you have estate planning needs and more than $1 million in assets? We can implement a plan that ensures your assets are invested, managed, and distributed according to your wishes.
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.
- 800 927-3059
Weekdays 8:00 a.m. - 7:00 p.m. ET - Have an Advisor contact you
- Our Managed Accounts Comparison chart gives you a high-level view of all our managed account services.
- Get the basics: What is a managed account?
