Broker Check

Mutual Fund and 529 Plan Companies

There are thousands of mutual funds that you can acquire and 529 Plans for most of the 50 states and Washington DC. For information of specific offerings use the Have A Question? section of the Contact page to specify your interest in Mutual Funds and 529 Plans.

Diversification of management is a factor in each client’s program selection(s). Passive management of portfolios typically track broad market returns and volatility with less expense, while active management might produce better results with less volatility.

Mutual funds are offered by Prospectus. 529 Plans are offered by Program Statement. Review the applicable documents before investing.

Note that minimum amounts to open new accounts are subject to change.