We provide asset allocation design and ongoing investment management services for managing 529 accounts hosted at College America.

We help our clients meet their college funding goals by designing age-specific portfolios in tax-efficient 529 college plans. We then monitor and annually rebalance each account to ensure savings and investments are on target to meet educational funding goals.

How to Uncap Your 529 Plan Virginia State Tax Deduction

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You can have an effectively uncapped state tax deduction if you have a high tolerance for paperwork.

The Art and Science of a Bond Allocation (529 Plan Example)

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Adding more Stability to an asset allocation isn’t an easy issue. It takes science to know how much bonds you need. It takes artistry to gradually adjust your asset allocation over time. 

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