{"id":21,"date":"2021-07-12T16:42:58","date_gmt":"2021-07-12T16:42:58","guid":{"rendered":"https:\/\/collegeinv.wpengine.com\/?page_id=21"},"modified":"2024-08-19T16:45:52","modified_gmt":"2024-08-19T16:45:52","slug":"blended-individual-investment-options","status":"publish","type":"page","link":"https:\/\/www.collegeinvest.org\/529-savings-plans\/direct-portfolio\/blended-individual-investment-options\/","title":{"rendered":"Blended Investment Options"},"content":{"rendered":"

[et_pb_section fb_built=”1″ admin_label=”Hero Section” module_class=”hero-section direct-hero investment-hero” _builder_version=”4.16″ da_disable_devices=”off|off|off” locked=”off” collapsed=”off” global_colors_info=”{}” da_is_popup=”off” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on”][et_pb_row _builder_version=”4.16″ _module_preset=”default” collapsed=”off” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][cumo_breadcrumb _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/cumo_breadcrumb][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_2,1_2″ _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text admin_label=”Hero Content” module_class=”headline h1-dark” _builder_version=”4.17.3″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

Direct Portfolio<\/h1>\n

Blended and Individual Investment Options<\/h2>\n

If you prefer an investment option managed by a financial professional, our age-based options could be the right choice for you.1<\/sup><\/p>\n

[\/et_pb_text][et_pb_text admin_label=”Text Above Button” module_class=”text-above-btn” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

plan managed by:[\/et_pb_text][cumo_two_logo_inline first_logo=”https:\/\/www.collegeinvest.org\/wp-content\/uploads\/2021\/09\/Vanquard-Logo-Hero@2x.png” second_logo=”https:\/\/www.collegeinvest.org\/wp-content\/uploads\/2021\/09\/Ascensus-Logo-Hero@2x.png” first_logo_alt=”logo-Vanguard” second_logo_alt=”logo-Ascensus” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/cumo_two_logo_inline][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/www.collegeinvest.org\/wp-content\/uploads\/2022\/08\/2U9A0025_1-sfw.jpg” alt=”A mom watching her baby sleep on her lap” title_text=”2U9A0025_1-sfw” _builder_version=”4.17.3″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Sidebar Section” module_class=”sidebar-section age-based-sidebar blended-individual-sidebar” _builder_version=”4.16″ background_image=”https:\/\/www.collegeinvest.org\/wp-content\/uploads\/2021\/10\/background-purple@2x-e1634873072598.png” da_disable_devices=”off|off|off” collapsed=”off” global_colors_info=”{}” da_is_popup=”off” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on”][et_pb_row column_structure=”3_5,2_5″ _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”3_5″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text admin_label=”Content” module_class=”content-sbs” _builder_version=”4.17.3″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″]<\/p>\n

Direct Portfolio blended & individual options<\/h2>\n

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<\/sup><\/p>\n

You can choose among five blended and five individual portfolios, which invest in stock funds, bond funds, and short-term investments.<\/p>\n

[\/et_pb_text][et_pb_button button_url=”\/enroll-529-savings-plan\/#direct-portfolio” button_text=”enroll in this plan” admin_label=”Button White” module_class=”button white” _builder_version=”4.16″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” sticky_enabled=”0″][\/et_pb_button][et_pb_button button_url=”#Age-Based” button_text=”scroll for more information about direct portfolio blended investment options” admin_label=”Anchor Link” module_class=”anchor-link” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_button][\/et_pb_column][et_pb_column type=”2_5″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][cumo_side_item icon=”https:\/\/www.collegeinvest.org\/wp-content\/uploads\/2021\/09\/quick-link.svg” icon_alt=”Blue link icon” admin_label=”Quick links” _builder_version=”4.17.3″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

Quick links:<\/p>\n

Compare Plans<\/a><\/p>\n

Direct Portfolio Forms<\/a><\/p>\n

Direct Portfolio Plan Disclosure Statements<\/a><\/p>\n

Direct Portfolio Performance<\/a><\/p>\n

Friends and Family gifting<\/a><\/p>\n

[\/cumo_side_item][cumo_side_item icon=”https:\/\/www.collegeinvest.org\/wp-content\/uploads\/2021\/09\/phone-icon.svg” icon_alt=”Blue phone icon” admin_label=”Call us” _builder_version=”4.17.3″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

Call us:<\/p>\n

800.997.4295<\/a><\/p>\n

Mon-fri 6am-7pm (mdt)<\/p>\n

[\/cumo_side_item][cumo_side_item icon=”https:\/\/www.collegeinvest.org\/wp-content\/uploads\/2021\/09\/mail-icon.svg” icon_alt=”Blue mail icon” admin_label=”Mailing Address” _builder_version=”4.17.3″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

Mailing Address:<\/p>\n

CollegeInvest Direct Portfolio College Savings Plan
\nPO Box 219931
\nKansas City, MO 64121-9931<\/p>\n

[\/cumo_side_item][cumo_side_item icon=”https:\/\/www.collegeinvest.org\/wp-content\/uploads\/2021\/09\/overnight-mail.svg” icon_alt=”icon_overnight” admin_label=”Overnight Delivery Only” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

Overnight Delivery ONLY<\/p>\n

CollegeInvest Direct Portfolio College Savings Plan
\n920 Main Street, Suite 900
\nKansas City, MO 64105-2017<\/p>\n

[\/cumo_side_item][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”Intro left” module_id=”Age-Based” module_class=”headline-left blended-individual-left” _builder_version=”4.16″ da_disable_devices=”off|off|off” global_colors_info=”{}” da_is_popup=”off” da_exit_intent=”off” da_has_close=”on” da_alt_close=”off” da_dark_close=”off” da_not_modal=”on” da_is_singular=”off” da_with_loader=”off” da_has_shadow=”on”][et_pb_row _builder_version=”4.16″ background_size=”initial” background_position=”top_left” background_repeat=”repeat” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_image src=”https:\/\/www.collegeinvest.org\/wp-content\/uploads\/2021\/09\/CO.jpg” title_text=”CO” _builder_version=”4.17.3″ _module_preset=”default” hover_enabled=”0″ global_colors_info=”{}” disabled_on=”on|on|on” disabled=”on” sticky_enabled=”0″][\/et_pb_image][et_pb_text module_class=”footnotes-content” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

1<\/sup> Restrictions apply. Please read the Plan Disclosure Statement (PDS) carefully.<\/p>\n

[\/et_pb_text][et_pb_button button_url=”https:\/\/cdn.unite529.com\/jcdn\/files\/PDF\/pdfs\/colorado\/plandisclosure.pdf\/” url_new_window=”on” button_text=”Plan Disclosure Statement” admin_label=”Button Light Blue” module_class=”button light-blue” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][\/et_pb_button][et_pb_text admin_label=”Footnotes” module_class=”foot-notes” _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”]<\/p>\n

Investment returns are not guaranteed and you could lose money, including principal, by investing in these options.<\/p>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"

\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t
\n\t\t\t\t\t
\r\n\t\t\t\t\"Icon\r\n\t\t\t\t\r\n\t\t\t\t<\/span>\r\n\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t<\/div>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.1plan managed by:
\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t
\n\t\t\t\t\t
\r\n\t\t\t\t
\"logo-Vanguard\"<\/div>\r\n\t\t\t\t
\"logo-Ascensus\"<\/div>\r\n\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t<\/div>Direct Portfolio blended & individual options Unlike the Age-Based options, your allocation to Blended and Individual […]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":16,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","inline_featured_image":false,"footnotes":""},"class_list":["post-21","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"\nBlended & Individual Investment Options | CollegeInvest<\/title>\n<meta name=\"description\" content=\"CollegeInvest makes it easy to choose investments and plan for higher education savings in any state. 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