TIAA CREF Authorized Advisor

JMR Capital Management is an authorized investment advisor for TIAA CREF retirement accounts. We have no direct affiliation with TIAA CREF but can manage constituent assets as an “arms length” independent advisor. For those still employed by contributing institutions, the retirement assets must be held by TIAA CREF and the client signs a form from TIAA CREF authorizing JMR Capital to make investment choices on their behalf. For those who have retired or are no longer employed by participating institutions there are additional custodial possibilities. JMR Capital also offers investment consultation options for those who prefer to make their own investment decisions and transactions but wish to draw on the research and investment allocation expertise of JMR Capital. Examples of TIAA CREF portfolios managed by JMR Capital as well as our investment consultation fee agreement and fee schedule are available upon request