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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:
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.
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
The Scholars Choice College Savings Program offers a menu of nine 529 investment options:
With these options, your assets will be managed according to the age of your beneficiary or their years until college. As your student ages, your assets are automatically shifted from more aggressive to more conservative investments.
» Read more about automatic allocations for the Scholars Choice 529 Account
These options allow you and your advisor to tailor your investments from more conservative to more aggressive. Allocations are fixed in your chosen portfolios until you instruct the plan to change them.
» Read more about select allocations for the Scholars Choice 529 Program
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.
*Source: savingforcollege.com, September 2012. The Direct Portfolio Plan received a 5-Cap rating for Colorado residents. 5-Cap Ratings represent the attractiveness of a 529 plan, relative to all other 529 plans, by assigning an overall rating to each 529 program ranging from 1 Cap (least attractive) to 5 Caps (most attractive). 5-Cap Ratings represent an assessment based on many considerations such as flexibility, liquidity and availability, ownership rights, state benefits, investment approach and safety, program resources and financial aid impact. It is not strictly a measure of historical returns, and it is not a predictor of future investment performance, level of investment risk or financial solvency of the program funds. These ratings are not the result of a fixed formula and a significant portion of the analysis is subjective. Before establishing a 529 account and making contributions, it is imperative that investors read and understand all enrollment materials and disclosures from the programs.
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.
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.
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.