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Our Savings Plans

We currently provide 4 different savings plans to meet the varying needs of Colorado families. DIRECT PORTFOLIO and SCHOLARS CHOICE (advisor only) are professionally managed and offer various investment options ranging from Aggressive to Conservative choices. SMART CHOICE offers FDIC-insured savings options through FirstBank, Colorado’s largest independent bank. And STABLE VALUE PLUS offers a guaranteed annual rate of return.

At CollegeInvest, our goal is to provide a variety of savings options that all meet the needs of Colorado families, regardless of saving and investment preferences.

In fact, we offer one of the broadest selections of 529 investment options in the country.

Direct Portfolio

When you choose the CollegeInvest Direct Portfolio College Savings Plan, you gain the expertise of Vanguard, one of the world’s largest and most trusted investment management companies.

This Plan offers different Age-Based options and Blended or Individual portfolios.

Scholars Choice

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.

 

This Plan offers Age-Based or Years-to-Enrollment options, and Blended or Individual portfolios.

Smart Choice

CollegeInvest and FirstBank offer the only FDIC-insured 529 savings option with the Colorado tax deduction for contributions.

Stable Value Plus

CollegeInvest has partnered with Brighthouse Life Insurance Company to offer you a guaranteed fixed-income 529 college savings option, currently 2.29% for 2018.

Compare our plans

For a side-by-side comparison of all four CollegeInvest plans click the link below.