Personal Trust and Private Asset Management
Investment Services
When you choose TIAA-CREF Trust Company, you’ll receive the attention of a Portfolio Manager personally assigned to your account.
We'll spend as much time as it takes to understand your needs fully and create an investment program to help achieve your goals. We evaluate your income tax bracket, your investment and financial goals, your risk comfort level and other factors in designing a personal investment portfolio. We then create a personalized investment strategy for you that is reviewed annually to reaffirm your goals and objectives and take into effect any events that could impact or change the strategy.
Our value-added client services include:
- Investment strategy recommendations
- Risk analysis
- Asset Class Selection
- Security selection
- Reporting – including regular portfolio statements, quarterly performance measurement and password-protected online access to your account information.
Portfolio holdings for individuals are selected based on the needs, goals, and circumstances of the client and may include individual securities, mutual funds, special assets, and/or combinations of asset types.
Dedicated Portfolio Manager
Working with a team of experts, your dedicated Portfolio Manager can help you choose from a wide range of investment solutions including:
- Large Cap equity management
- Fixed-income management: short, intermediate, core and high-yield
- Mutual Funds: both proprietary and nonproprietary and Exchange-Traded Funds (ETFs)
- Money market investments
Among the choices Trust Company professionals consider in managing investment portfolios is TIAA-CREF's family of low-cost*, institutional mutual funds.
Personal Trust Services
If the time is right, TIAA-CREF Trust Company is ready to help you explore new ways to manage your assets and protect your wealth for future generations. There are many benefits to setting up a trust including minimizing estate taxes and expanding your charitable giving options. TIAA-CREF Trust Company’s team approach ensures that all your bases are covered. An Account Officer is assigned to each account. Working with your Portfolio Manager, your Account Officer is a resource for a broad spectrum of financial matters and coordinates with tax and legal advisors.
Eligibility
TIAA-CREF Trust Company's services are available to anyone — you don't have to participate in or be eligible for a TIAA-CREF retirement plan. These services are offered on a fee basis, however, and are most suitable for individuals who are comfortable with discretionary asset management.
Asset Management and Fiduciary Services
Typically, potential clients for our Personal Trust and Private Asset Management services include:
- Those with $750,000 or more in investable assets and who want customized portfolio management.
- Those seeking to roll $750,000 or more into a professionally managed IRA.
- Those who, in addition to using the Trust Company for investment management, have complex estate-planning requirements.
- Those who want to use a trust for a substantial program of charitable giving and/or other philanthropic activities.
- Those who are approaching retirement and want to consolidate considerable assets under a single investment management program.
