CollegeInvest, Vanguard, and Ascensus College Savings: A Powerful Combination

If you're looking for a way to save for college that offers exceptional value and flexibility, you've come to the right place. With the CollegeInvest Direct Portfolio College Savings Plan, you not only benefit from considerable federal and Colorado tax benefits, but you also gain the advantage of investing with two major players in the financial services industry: Vanguard and Ascensus Broker Dealer Services, Inc., ("ABD")

Vanguard is one of the world's largest and most-respected investment management firms, with more than $2 trillion in U.S. and international mutual funds as of September 30, 2013. Investors know they can trust Vanguard to consistently deliver high value at costs that are among the lowest in the industry. And when you invest with a company that works at keeping costs low, you can save a lot of money year after year.

ABD makes the plan even more attractive and affordable for families. We chose ABD a recognized leader in administrative services for 529 plans, because it adds a broad combination of service options that allows account owners to manage and contribute to their accounts online.

CollegeInvest, Vanguard, and ABD invite you to learn more about how we can help you make your college savings goals a reality. For more information about the CollegeInvest Direct Portfolio College Savings Plan, feel free to explore this website and to refer to the Direct Portfolio Plan Disclosure Statement.


For more information about the CollegeInvest Direct Portfolio College Savings Plan, click here to obtain a Plan Disclosure Statement and Participation Agreement (PDS). Investment objectives, risks, charges, expenses, and other important information are included in these documents; read and consider them carefully before investing. If you are not a Colorado taxpayer, consider before investing whether your or the designated beneficiary's home state offers any state tax or other benefits that are only available for investments in such state's qualified tuition program.

CollegeInvest is the issuer of Plan securities, is the trustee of the plans in accordance with Colorado law, oversees the Managers' activities and provides certain administrative services, such as marketing, audit, and financial statements, in connection with the Plans.

Ascensus Broker Dealer Services, Inc. and Ascensus College Savings Recordkeeping Services, LLC serve as Plan Managers for the CollegeInvest Direct Portfolio College Savings Plan and have overall responsibility for the day-to-day operations. The Vanguard Group, Inc. also serves as Plan Manager and Investment Manager for the CollegeInvest Direct Portfolio College Savings Plan and Vanguard Marketing Corporation, an affiliate of The Vanguard Group, Inc., assists CollegeInvest with marketing and distributing the Direct Portfolio College Savings Plan. The Plan's portfolios, although they invest in Vanguard mutual funds, are not mutual funds and you could lose money by investing in the plan.

CollegeInvest and the CollegeInvest logo are registered trademarks. Vanguard is a trademark of The Vanguard Group, Inc. Upromise is a registered service mark of Upromise, Inc.


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