529 Investment Options

Learning Quest offers a variety of investment options. Select from our diversified age-based portfolios and we’ll do the rest! If you prefer to build your own portfolio, we also offer static options that allow you to do just that. If you have questions, call us at (800) 579-2203.

I prefer a simple approach:

Age-Based Tracks

An age-based investment is just that — it's based on the age of your child. You simply choose the Investment Track: Conservative, Moderate, Aggressive or Index. Then, we will use the track you select and your child's age to determine how to invest your assets. Your investment moves to a more conservative portfolio as your child gets older.

Learn More About Age-Based Tracks

 

I prefer to choose my own options:

Static Portfolios

You are in the driver's seat for your account. Static portfolios offer a fixed-allocation strategy, which means the amount of stocks, bonds and money market funds in the portfolios is set and will not change. Your assets remain in a portfolio until you close the account or you choose to change portfolios, as allowed twice per calendar year. There are three types of portfolios: Single-Focus, Diversified and Index.

Learn More About Static Portfolios

 

Have a Financial Advisor?

Your financial advisor is an excellent resource for making important decisions for investing in higher education. Working together, you and your advisor can determine which investment options and strategies work best to achieve your objectives. Plus, you can update your financial strategies periodically as your needs change.

For more information, ask your financial advisor or go here.