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| Institutional Dashboard |
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| Follow the link below, to access information about Nuveen Investments institutional solutions, research and perspective. |
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| We offer a unified approach to client service, with a single team providing access to each of our investment management organizations. Client service teams include a Client Advisor, who is the focal point for the relationship and a dedicated Portfolio Advisor who is a product specialist and resides within each investment organization. These senior professionals work together to understand institutional investor’s specific goals and objectives as well as to represent the breadth of products and services offered by Nuveen Investments. Client and Portfolio Advisors are supported by the respective investment product and administrative teams, providing streamlined, responsive support for each of our institutional clients. |
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| Client Advisor - Primary Responsibilities: |
- Serve as point of contact for clients and their consultants
- Understands clients goals and objectives
- Work closely with Portfolio Advisor(s) to ensure responsive client service
- Market Nuveen Investments’ strategies through a consultative, solution-oriented approach
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| Portfolio Advisor - Primary Responsibilities: |
- Serve as product specialist
- Incorporates clients’ objectives into portfolio guidelines
- Discuss market outlook and investment strategy with prospective and existing clients
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