For individuals employed at nonprofit colleges and universities, public and private elementary and secondary schools, teaching hospitals, and museums and libraries that hold assets in TIAA-CREF accounts, we provide investment advice, allocation management, an independent view on your savings, and a fiduciary standard of care.

JMR Capital Management is an authorized investment advisor for TIAA-CREF retirement accounts*. Marc Roth, principal of JMR Capital Management, is a former university professor (literature and drama), able to understand the concerns, constraints and issues of faculty.

JMR Capital Management can help you with:
– 403b plans
– Addressing qualifying life events
– Distribution quotes
– Rollovers from TIAA-CREF accounts**
– Assessing the impact of Required Minimum Distributions (RMDs)
– Managing annual payments and distributions
– 90-24 exchanges and transfers

TIAA-CREF has recognized the need for independent advisors with call center support for independent advisors serving its participants and access to see accounts online. Retired clients and those whose institutions have authorized fee-billing may arrange to have our services compensated from TIAA-CREF fund accounts. Read more about how TIAA-CREF works with authorized advisors.

Why consider JMR as your independent advisor ?

– Fiduciary commitment to your best interests
– Transparent compensation
– An experienced choice
– Registered in good standing with FINRA and the State of California

Reach out today for complimentary portfolio review.

* JMR Capital Management is not an agent of, employee of or affiliated with TIAA-CREF or any of its affiliates or subsidiaries.
** TIAA assets should not be rolled over to an IRA without a thorough understanding of certain tax issues.

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