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Scholars Choice Investment Options
Choosing a 529 investment option that fits your family’s budget and specific investment strategy is important. Your financial advisor will work with you to determine the investment options that may help you meet your individual college savings objectives based on your time horizon and risk tolerance. Each investment offers a pre-set allocation from various managers, including Legg Mason affiliated companies.
Scholars Choice offers several additional 529 investment options ranging from conservative to aggressive, and everywhere in between.
With these options, your assets will be managed according to the age of your beneficiary or based on the years until college. As your student ages or college draws closer, your assets are automatically shifted from more aggressive to more conservative investments.
» read more about automatic allocations for the Scholars Choice 529 College Fund
These options allow you and your advisor to tailor your investments, from more conservative to more aggressive. Your 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 College Savings Plan
Check the prices and performance of each of the portfolios mentioned above.
» read more
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.
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
Legg Mason Global Asset Allocation, LLC is an affiliate of Legg Mason, Inc. Legg Mason, Inc. is a global asset management firm, structured as a holding company. 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 and/or 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 Direct Portfolio Plan.
CollegeInvest and the CollegeInvest logo are registered trademarks. Scholars Choice is a registered service mark of CollegeInvest.