Investing with an advisor

A financial advisor can be an excellent resource for making important decisions for your family - including investing for higher education. Working together, you and your advisor can determine which investment options and strategies are best for achieving your objectives. Plus, you can update your financial strategies periodically as your needs change.

Learning Quest offers a suite of investments designed for investors working with advisors.

You Invest, We Manage

Work with your financial advisor to select an age-based track appropriate for your risk tolerance. We'll do the rest. Each age-based track automatically moves to a more conservative portfolio as the beneficiary reaches specific age milestones.

Learn about age-based tracks

You Choose the Investment

Create a customized investment with your financial advisor by choosing from 19 static portfolios. You decide when it's time to move to a different portfolio.

Learn about static portfolios