Private Asset Management Services
The Trust Company subscribes to and reflects TIAA-CREF's long-standing investment philosophy — disciplined yet innovative investing for the long-term security of our participants.
When you choose TIAA-CREF Trust Company to manage your investments, you’ll receive the personal attention of a Portfolio Manager specifically assigned to your account. Your Portfolio Manager will:
Identify Goals and Objectives
We’ll work with you to establish realistic investment strategies based on your individual objectives, income needs, tolerance for risk and tax considerations. We'll also review any special assets (e.g., real estate, closely held business interests, or other unique assets) in your current portfolio and include them in the overall investment strategy developed for you.
Recommend Asset Allocation
One of the most crucial elements of asset allocation is determining appropriate asset class exposures. Every asset class has its own characteristics, including expected returns and associated risks. Using analytical tools and historical statistical data of major asset classes and subclasses, we'll work to make asset allocation recommendations that best fit your financial circumstances and investment objectives.
Develop a Customized Portfolio
We’ll construct and manage your portfolio around individual securities, mutual funds, or an appropriate blending of the two, paying close attention to the tax effects of purchases and sales made on your behalf.
Ongoing Review
We’ll monitor your portfolio performance against appropriate benchmarks, report on a regular basis, and stay in touch to make sure your investment strategy matches your changing needs.
Throughout the investment process we offer great flexibility. You can take an active role, or give us full discretion to trade on your behalf.
