Investment Options

The IAdvisor 529 Plan offers a range of different investment packages to match the many different ways people plan and invest. Working with your Financial Advisor, you can tailor it to your needs based on the child’s age, your risk tolerance, or specific investment objectives you want to pursue. The carefully assembled line-up features some of the largest and most respected investment management firms.

Three Ways to Invest

The Strength of a Multi-Manager Program

  • The IAdvisor 529 Plan provides access to well-recognized asset managers such as Lazard, Voya and Wellington Management
  • Each is an expert in one or more investment areas covered among the investment options
  • Voya’s multi-asset strategy group selects managers, performs custom risk analysis and monitors the underlying portfolios on an ongoing basis