Investing with an Advisor

A financial advisor can help you make important decisions for your family — including saving for higher education. Together, you can choose 529 investment options and strategies that fit your objectives and update them as needs change.

Learning Quest Advisor offers a suite of 529 investment options designed for investors working with advisors, including:

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Age-Based Tracks

Age-based investing uses your child’s age to guide the mix of assets over time. Choose Conservative, Moderate, or Aggressive — then the portfolio automatically shifts to a more conservative allocation as your child gets older.

Learn More About Age-Based Tracks →

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Static Portfolios

Static portfolios use a fixed-allocation strategy. The asset mix is set and doesn’t change automatically. You can choose a Single-Fund or Multi-Fund Static Portfolio and make changes as allowed by plan rules.

Learn More About Static Portfolios →