For more information about the CollegeChoice 529 Direct Savings Plan, call 1.866.485.9415 or visit www.collegechoicedirect.com to obtain a Disclosure Statement.
For more information about the CollegeChoice Advisor 529 Savings Plan, contact your financial advisor, call 1.866.485.9413 or visit www.collegechoiceadvisor529.com to obtain a Disclosure Statement.
Each Plan's Disclosure Statement includes investment objectives, risks, charges, expenses, and other important information; read and consider it carefully before investing or sending money. Upromise Investments, Inc. Distributor and Underwriter.
If you are not an Indiana taxpayer, consider before investing whether your or the beneficiary's home state offers any state tax or other benefits that are only available for investments in such state's qualified tuition program.
CollegeChoice is administered by the Indiana Education Savings Authority. Upromise Investments, Inc. serves as the Program Manager and Upromise Investment Advisors, LLC provides investment advisory services and recordkeeping and administrative services. Upromise Investments, Inc. and Upromise Investment Advisors, LLC have overall responsibility for the day-to-day operations, including effecting transactions and marketing and distribution of each Plan.
Dodge & Cox; Frontegra Asset Management, Inc.; The Vanguard Group, Inc.' and Western Asset serve as Investment Managers for the CollegeChoice 529 Direct Plan. The Plan's portfolios, although they invest in mutual funds are not mutual funds.
Artio Global Management LLC; Barclays Global Investors, N.A.; BlackRock Advisors LLC; Columbia Management Group LLC; Pacific Investment Management Company LLC (PIMCO); and T. Rowe Price will serve as Investment Managers for the CollegeChoice Advisor 529 Plan. The Plan's portfolios, although they invest in mutual funds and exchange traded funds, are not mutual funds or exchange traded funds.
Units of each Plan's Portfolios are municipal securities and the value of units will vary with market conditions.
Investment returns are not guaranteed, and you could lose money by investing in a Plan. Account Owners assume all investment risks as well as responsibility for any federal and state tax consequences.
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© 2008 Indiana Education Savings Authority and Upromise Investments, Inc., Member FINRA. All Rights Reserved.