Quick links:
Direct Portfolio
Blended and Individual Investment Options
If you prefer an investment option managed by a financial professional, our age-based options could be the right choice for you.1
plan managed by:
Direct Portfolio blended & individual options
Unlike the Age-Based options, your allocation to Blended and Individual Portfolios will remain fixed until you instruct the plan to change it. To help preserve capital and minimize the effects of equity market risk and fluctuations as your Beneficiary nears college, you can progressively move your assets to more conservative investments twice per calendar year for the same Beneficiary. Please note that there are limitations on your ability to move assets between portfolios.1
You can choose among five blended and five individual portfolios, which invest in stock funds, bond funds, and short-term investments.
Mailing Address:
CollegeInvest Direct Portfolio College Savings Plan
PO Box 219931
Kansas City, MO 64121-9931
Overnight Delivery ONLY
CollegeInvest Direct Portfolio College Savings Plan
920 Main Street, Suite 900
Kansas City, MO 64105-2017
1 Restrictions apply. Please read the Plan Disclosure Statement (PDS) carefully.
Investment returns are not guaranteed and you could lose money, including principal, by investing in these options.