What Plans are Available at CollegeInvest?

You’ve sold me on 529s. But can I still make some choices?

CollegeInvest offers four distinct college savings plans to meet your needs, regardless of your savings and investment preferences.
Whether you’re looking for great growth potential or slow and steady earnings we’ll deliver the plan for your needs and goals.
And if your needs change over time, you can periodically change your investment options within or between the plans.¹

CollegeInvest Direct Portfolio College Savings Plan

Available directly through CollegeInvest, this plan offers combinations of equity, money market, and fixed income options.

Managed by The Vanguard Group and Upromise Investments, Inc.
» Learn more

CollegeInvest Scholars Choice College Savings Program

Available ONLY through financial advisors, this plan also offers a combination of equity, money market, and fixed income options.

Managed by Legg Mason Global Asset Allocation, LLC
» Learn more

CollegeInvest Smart Choice College Savings Plan

The ONLY FDIC-insured 529 savings account with the Colorado state income tax deduction2. Options include a Money Market or a One Year Time Savings product. Available at any of the FirstBank locations in your community.

Managed by FirstBank Holding Corp.
» Learn more

CollegeInvest Stable Value Plus College Savings Plan

A fixed-income fund available directly through CollegeInvest.

Managed by Metropolitan Life Insurance Company of Connecticut
» Learn more

¹ Restrictions apply. Please see the Plan Disclosure Statements.

 ² Contributions to the Plan(s) are deductible from Colorado State income tax in the tax year of the contribution , up to your Colorado taxable income for that year. Such deductions are subject to recapture in subsequent years in which non-qualified withdrawals are made.

Important Considerations

To learn about CollegeInvest’s 529 program, its objectives, risks, charges, expenses, limitations, restrictions and qualifications regarding the Plans’ benefits and potential tax advantages, please read and consider carefully the Program Disclosure Statements (PDS) available at www.collegeinvest.org before investing. Also, check with your or your beneficiary’s home state to learn if it offers tax or other benefits for investing in its own plan. Administered and issued by CollegeInvest.

Investments are not guaranteed by the CollegeInvest, the State of Colorado, its agencies, The Vanguard Group, Inc., Upromise Investments, Inc., Legg Mason Global Asset Allocation, LLC, or FirstBank, and may lose value, including principal amount invested. The guarantee of Stable Value Plus College Savings Plans is the obligation of MetLife and only to the extent of the Funding Agreement. Smart Choice College Savings Plans are not insured by CollegeInvest, the State of Colorado, or its agencies. However, these funds are FDIC-insured in accordance with the current FDIC coverage limits.

CollegeInvest is the issuer of plan securities and is the trustee of the plans in accordance with Colorado law. CollegeInvest also oversees the Managers' activities and provides certain administrative services, such as marketing, audit, and financial statements, in connection with the plans.

Upromise Investments, Inc. serves as Plan Manager for the CollegeInvest Direct Portfolio College Savings Plan and has overall responsibility for the day-to-day operations, including effecting transactions. The Vanguard Group, Inc. also serves as Plan Manager and Investment Manager for the CollegeInvest Direct Portfolio College Savings Plan, and Vanguard Marketing Corporation, an affiliate of The Vanguard Group, Inc., assists CollegeInvest with marketing and distributing the Direct Portfolio Plan. The Direct Portfolio Plan’s portfolios, although they invest in Vanguard mutual funds , are not mutual funds and you could lose money by investing in the plan. Vanguard Marketing Corporation, Distributor and Underwriter.

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.

FirstBank serves as the Plan Manager for the CollegeInvest Smart Choice College Savings Plan and has overall responsibility for the day-to-day operations, including effecting transactions. FirstBank also assists CollegeInvest with marketing and distributing the CollegeInvest Smart Choice College Savings Plan.  FirstBank - Member FDIC.

The MetLife Insurance Company serves as the Investment Manager for the CollegeInvest Stable Value Plus College Savings Plan. CollegeInvest has overall responsibility for the day-to-day operations, including effecting transactions.

CollegeInvest and the CollegeInvest logo are registered trademarks of CollegeInvest. CollegeInvest Direct Portfolio College Savings Plan, Scholars Choice, CollegeInvest Smart Choice College Savings Plan, and CollegeInvest Stable Value Plus College Savings Plan are registered service marks of CollegeInvest. Vanguard is a trademark of The Vanguard Group, Inc. Upromise is a registered service mark of Upromise, Inc.