The Scholars Choice Difference


Practice
Management


We’re as passionate about helping advisors grow their business as we are about offering a solid 529 plan.

Addressing Client Needs


Whether you’re helping a client select the best way to save or reviewing the merits of Scholars Choice, all the materials you need are right here.


ADVISOR SUPPORT

Scholars Choice Operational Support


529 Tools

Let’s crunch the numbers the easy way. With our interactive tools, you can compare college savings vehicles, determine your goals and prepare for smart saving at any stage.

 

529 Plan Comparison

Use this tool to compare the Scholars Choice 529 Plan’s features to those of other advisor-sold or direct-sold 529 plans.

COLLEGE SAVINGS PLANNER

Your personalized College Savings Planner takes your individual goals into account, summarizes the total projected education costs within your time frame, and estimates the amount you should save regularly.

COST OF EDUCATION PROJECTION

Our convenient College Cost Projector helps you plan for tomorrow by calculating future college expenses based on today’s one-year tuition costs.

THE COST OF WAITING COLLEGE SAVING CALCULATOR

What’s the advantage of saving early? Your expenses may be considerably less. Our tool helps you estimate the costs of saving now compared to saving a few years down the line.


POPULAR MATERIAL

Investment Idea

Advisor Guide - Scholars Choice

Advisor guide to Legg Mason's Scholars Choice 529 College Savings Plan with a breakdown of strategies, fees and expenses.

Brochure

How to Pay for College Brochure

This brochure outlines the various methods to fund college such as scholarships, grants, federal work-study programs, student loans, and savings plans such as 529s. Includes metrics and application information.

New Account Application

Scholars Choice New Account Application

Scholars Choice New Account Application.

Performance Summary

Quarterly Performance Summary - Scholars Choice

Detailed product information, including key portfolio and performance statistics.


1 All Savingforcollege.com rankings are as of December 31, 2015 and are based on the universe of advisor-sold plans for Class A share performance (including maximum sales charges). The portfolios within the plans are compared and ranked based on published investment returns. The plan’s composite ranking is determined by the average of its percentile ranking. The program ranked 7 (out of 31 plans), 4 (out of 30), 2 (out of 28) and 7 (out of 13) for the quarterly rolling 1-, 3-, 5- and 10-year periods, respectively. Past performance is no guarantee of future results. The performance and rankings discussed are inherently limited and are not indicative of longer-term performance. Current performance may be lower or higher than performance results used for these rankings, resulting in different rankings that may be lower than those shown. Market volatility, interest rate changes and economic events, among other factors, can affect an investment’s short-term returns.

Ranking methodology
Savingforcollege.com derives the rankings using each plan’s relevant portfolio performance in seven unique asset allocation categories: 100% Equity, 80% Equity, 60% Equity, 40% Equity, 20% Equity, 100% Fixed and 100% Short Term. The plan’s composite ranking is determined by the average of its percentile ranking in these categories. Within each category, portfolios are compared and ranked based on published investment returns. Separate rankings are produced for 1-, 3-, 5- and 10-year periods. In addition, two versions of rankings for each performance period are produced: one based on performance without sales charges and the other based on performance with maximum sales charges. Please visit Savingforcollege.com for more information about the ranking. Additional unit classes may exist for each plan ranked. Please refer to each plan’s program disclosure statement for more information regarding its performance, fees and expenses. For Scholars Choice’s program disclosure statement, please visit www.leggmason.com/PDS.

IMPORTANT INFORMATION: An investor should consider the Program's investment objectives, risks, charges and expenses before investing. The Program Disclosure Statement, which contains more information, should be read carefully before investing. If an investor and/or an investor's beneficiary are not Colorado taxpayers, they should consider before investing whether their home states offer 529 plans that provide state tax and other benefits only available to state taxpayers investing in such plans.

Mutual funds are sold through prospectus only. No offer is made hereunder or pursuant to the Program of any of the funds discussed in this website. An investor in the portfolios does not have a direct beneficial interest in these funds. Additional fees for the 529 plans will apply.

Investments in the Scholars Choice College Savings Program are not insured by the FDIC or any other government agency and are not deposits or other obligations of any depository institution.  Investments are not guaranteed by the State of Colorado, CollegeInvest, QS Investors, LLC, Legg Mason Investor Services, LLC, or Legg Mason, Inc., or its affiliates and are subject to risks, including loss of principal amount invested.

Legg Mason, Inc., its affiliates, and its employees are not in the business of providing tax or legal advice to taxpayers. These materials and any tax-related statements are not intended or written to be used, and cannot be used or relied upon, by any such taxpayer for the purpose of avoiding tax penalties or complying with any applicable tax laws or regulations. Tax-related statements, if any, may have been written in connection with the “promotion or marketing” of the transaction(s) or matter(s) addressed by these materials, to the extent allowed by applicable law. Any such taxpayer should seek advice based on the taxpayer’s particular circumstances from an independent tax advisor.

Scholars Choice® is a registered service mark of CollegeInvest. CollegeInvest and the CollegeInvest logo are registered trademarks.  Administered and issued by CollegeInvest, State of Colorado. QS Investors, LLC is the Investment Manager and Legg Mason Investor Services, LLC is the primary distributor of interests in the Program; together they serve as Manager of the Program.  QS Investors, LLC, ClearBridge Investments, LLC, Brandywine Global Investment Management, LLC, Royce & Associates, LP, Western Asset Management Company, and Legg Mason Investor Services, LLC are Legg Mason, Inc. affiliates. Thornburg Investment Management, Inc. and Templeton Global Advisors Limited are not affiliated with Legg Mason, Inc.

Audited financial statements for the Scholars Choice® College Savings Program, including balance sheets, income statements, cash flow statements, and the Management's Discussion and Analysis (MDA), may be viewed at https://www.collegeinvest.org/about-us/financial-statements or a hard copy may be obtained by calling Scholars Choice at 1-888-572-4652.