Investment portfolio options

Individual Portfolios

To get started, choose the portfolio that most closely meets your needs. Individual portfolios provide access to equity, fixed income, and capital preservation options.

Why Individual Portfolios?

  • Twenty-two Individual Portfolios provide access to equity, fixed income, balanced, alternatives, and capital preservation options.
  • The lineup of investment portfolios provides a range of building blocks across major asset classes for greater diversification.

1 Stable Value is a fixed income, total return strategy that is designed to provide daily liquidity and principal preservation. Capital preservation guarantee provided by the wrap contract providers; subject to the creditworthiness of those providers and terms of the contracts.

Diversification does not guarantee a profit or eliminate the risk of loss.

Other portfolio types

Open a CollegeBound 529 Plan
Many families dream of giving their children a solid education. A sound investment plan can help that dream come true.