CollegeInvest Scholars Choice College Savings Plan 

Managed by Legg Mason Global Asset Allocation, LLC, an affiliate of Legg Mason, Inc.

The Power of Legg Mason

Millions of individual investors and some of the world’s most demanding institutional investors look to Legg Mason to help them pursue their long-term financial goals. Legg Mason is a full-service organization that offers:

Experienced Managers

Legg Mason has assembled a team of experienced investment professionals to manage the Scholars Choice College Savings Plan through active portfolio management, with a multi-manager approach. Through Scholars Choice, clients may benefit from portfolios constructed with funds  from: ClearBridge Advisors LLC, Batterymarch Financial Management, Inc., Royce & Associates, LLC, Western Asset Management, and Thornburg Investment Management, Inc.¹

The Scholars Choice management team understands the importance of college savings; after all, its members are not only experienced money managers, but they are parents too - saving for their children's futures, just like you.

Plan Details

If you prefer to work with a financial advisor, the Scholars Choice College Savings Plan offers advisors and investors alike a variety of great benefits. Read through the plan below to see how this Colorado 529 Fund can be tailored to fit your investment needs.
» read more about the Scholars Choice College Savings Plan

Investment Options

Performance

Check the prices and performance of each of the portfolios mentioned above.
» read more

Find a Financial Professional

If you currently work with a financial advisor, or if you are interested in finding a financial professional to help you set up a Scholars Choice College Savings Plan, click here for a list of participating financial institutions whose advisors can assist you.
» list

 ¹Legg Mason Global Asset Allocation, LLC, Investment Manager . Legg Mason Investor Services, LLC is the primary distributor of interest in the Program. Legg Mason Global Asset Allocation, LLC, ClearBridge Advisors, LLC, Batterymarch Financial Management, Inc., Royce & Associates, LLC, Western Asset Management Company and Western Asset Management Company Limited, and Legg Mason Investor Services, LLC are Legg Mason, Inc. affiliates. Thornburg Investment Management, Inc.

Important Considerations

*Source: Savingforcollege.com as of June, 2011: The “5-Cap Ratings” represent the overall usefulness of a state’s 529 plan based on many factors, e.g., high contribution maximums and low minimums, wide eligibility standards and ability to use account for all qualified higher education expenses. The 4.5 cap rating for in-state Colorado residents is considered an excellent program with many benefits for the participant and positive investment attributes. Also, the program rated 3.5 caps for out-of-state residents. Please note that our 5 cap ratings can change at any time and without warning.

**Ranking is based on the universe of 36 advisor-sold plans and is for the rolling 1 year period, for Class A-Share portfolio performance (including max sales charges) as of 12/31/09, 3/31/10, and 6/30/10. The Savingforcollege.com Plan Composite Rankings are derived using the plans relevant portfolio performance in seven unique asset allocation categories. The asset allocation categories used are 100% Equity, 80% Equity, 60% Equity, 40% Equity, 20% Equity, 100% Fixed, and 100% Short Term. The plan composite ranking is determined by the average of its percentile ranking in seven categories. Within each category, portfolios are compared and ranked based on published investment returns. Separate rankings are produced for different performance periods (i.e. one year, three years, and five years). In addition, two versions of rankings for each performance period are produced, one based on performance without sales charges, and the other based on performance with maximum sales charges.

Official Statement
Please read the applicable Plan Disclosure Statements carefully before investing. They explain certain risks, fees, limitations, restrictions and qualifications regarding the Plans’ benefits and potential tax advantages. Plan Disclosure Statements can be found at www.collegeinvest.org. Investments in CollegeInvest Plans are not guaranteed by the state of Colorado or any other governmental entity, and may lose value, including principal amount invested. Administered and issued by CollegeInvest.

Home State
If you or your designated beneficiary are a resident of a state other than Colorado, before investing you should check with your home state to see if it offers a 529 program. That program may offer state tax or other benefits to residents of that state that may not be available to investors in programs of other states.

Money Market Option
While the money market option will invest all of its assets in a money market mutual fund and will value its units based on the underlying money market fund share value, the money market option itself is not a money market mutual fund. An investment in the money market option is not a bank deposit and is not insured or guaranteed by the FDIC or any other governmental agency. There is no assurance that the money market option will be able to maintain the value of its units at $1 per unit. It is possible to lose money by investing in this option.

Capacity of Dealer and Other Parties
CollegeInvest is the issuer of plan securities and is the trustee of the plans in accordance with Colorado law. CollegeInvest also oversees the Manager 's activities and provides certain administrative services, such a marketing, audit, and financial statements, in connection with the plans.

Legg Mason Global Asset Allocation, LLC is an affiliate of Legg Mason Inc. Legg Mason, Inc., a holding company, with its subsidiaries is a global asset management firm. The firm is headquartered in Baltimore. The primary distributor for the product is Legg Mason Investor Services, LLC.

Legg Mason Investor Services, LLC receives no compensation with respect to the Stable Value Plus Plan and/or the Direct Portfolio Plan and assumes no responsibility with respect thereto. Legg Mason Investor Services, LLC does not provide investment management, administrative, marketing or any services for the Stable Value Plus Plan and/or the Direct Portfolio Plan.

CollegeInvest and the CollegeInvest logo are registered trademarks. Scholars Choice is a registered service mark of CollegeInvest.