Tiaa Kaspick, LLC

Overview

Tiaa Kaspick, LLC is an SEC-registered investment adviser (since 1986) that provides portfolio management to both individuals/families and institutional clients. The firm charges clients on a percentage-of-AUM basis and also offers hourly billing for certain services. Its advisory scope includes separately managed portfolios for individuals and small businesses as well as portfolio management for businesses or institutional entities. The firm identifies as an active ESG investor, incorporating environmental, social, or governance criteria into its investment process. Ownership includes both a domestic entity and individual stakeholders. The firm maintains a broad set of industry relationships and registrations: broker-dealer ties, other investment-adviser activities, status as a registered municipal advisor, engagement with commodity pool/operator or CTA frameworks, connections to banking or thrift institutions and insurance companies, and roles as a pension consultant and sponsor/manager of pooled investment vehicles.

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Location & Offices