Investing with an advisor

Static Portfolios

The static portfolios offer a fixed-allocation strategy, which means that the amount of stock, bond and money market funds in the portfolios will not change. This puts you and your financial professional in the driver's seat because you decide how long your account should stay in a particular portfolio.

Create a customized investment

You and your advisor may select one or more of the 12 single-fund or 7 multi-fund portfolios to build your own customized investment. Together, you can handpick the portfolios based on the asset mix you prefer. Talk with your financial professional for more information about a customized investment, including whether one is right for you.

Single
Investment Category Portfolio Name Investment Manager
Growth Learning Quest Advisor Disciplined Growth American Century Investments
Growth Learning Quest Advisor Heritage American Century Investments
Growth Learning Quest Advisor Small Cap Growth American Century Investments
Blend Learning Quest Advisor Sustainable Equity American Century Investments
Value Learning Quest Advisor Value American Century Investments
Value Learning Quest Advisor Mid Cap Value American Century Investments
International Learning Quest Advisor International Growth American Century Investments
Specialty Learning Quest Advisor Real Estate American Century Investments
Taxable Bond Learning Quest Advisor International Bond American Century Investments
Taxable Bond Learning Quest Advisor Inflation Protection Bond American Century Investments
Taxable Bond Learning Quest Advisor Diversified Bond American Century Investments
Money Market Learning Quest Advisor Money Market American Century Investments

There is no guarantee that the investment portfolios will achieve their investment objectives. The value of your Learning Quest Advisor account will vary, and a gain or loss may occur when you withdraw money from your account.

The Annual Report provides detailed financial information about the Learning Quest Advisor portfolios.

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