CollegeAdvantage Advisor Plan

Going to College in Ohio - With more than 100 higher education institutions throughout the state, Ohio has something for everyone.

Financial Professionals - Discover how the direct and advisor Ohio CollegeAdvantage plans can help your clients finance their child's or grandchild's college education.

Ohio 529 College Savings Plan > Getting Started > CollegeAdvantage Advisor Plan

If you have a financial advisor, or are interested in working with one, the Ohio Tuition Trust Authority has partnered with BlackRock to help you and your financial advisor create an investment portfolio to meet your college savings goals. Choose from a wide variety of quality investment options to build a custom plan. Standard service fees apply.

Benefits of a 529 advisor plan

Professional investment advice
Custom-built portfolios to meet your needs
Personalized service and ongoing support
Financial planning experience and industry knowledge
Advice and guidance on when to make changes
529 plan benefits such as tax-free earnings

BlackRock CollegeAdvantage offers professional money management from one of the largest and most respected fund managers in the country. The BlackRock 529 plan offers a wide range of quality BlackRock funds and funds from other leading investment firms. Ask your advisor about the BlackRock CollegeAdvantage 529 plan.

If you are not an Ohio taxpayer, before you invest, consider whether your home state offers a 529 plan that provides its taxpayers with state tax or other benefits not available through this plan.

CollegeAdvantage is a 529 college savings plan offered and administered by the Ohio Tuition Trust Authority (OTTA). OTTA has overall responsibility for the day-to-day operations of the Direct program, including record-keeping and transfer agency services.

CollegeAdvantage Direct is described in the current Offering Statement and Participation Agreement, which includes investment objectives, risks, charges, expenses, and other important information; read and consider it carefully before opening an account.

OTTA also sponsors and provides oversight of the CollegeAdvantage Advisor plan offered by BlackRock. The BlackRock CollegeAdvantage advisor plan is described in the BlackRock CollegeAdvantage Offering Statement and Participation Agreement, which includes investment objectives, risks, charges, expenses, and other important information; read and consider it carefully before opening an account.

Any investment in a CollegeAdvantage mutual fund-based investment option is not insured or guaranteed by the FDIC or any other governmental agency or other party, including the state of Ohio, OTTA or any of the mutual fund firms under contract with OTTA. Any investment in a Fifth Third investment option, however, is insured by the Federal Deposit Insurance Corporation (FDIC), up to the limits set by the FDIC. An investment in a CollegeAdvantage mutual fund investment option is not a direct investment in a mutual fund itself. Except for the Fifth Third investment options, participants assume all investment risk of an investment in CollegeAdvantage, including the potential loss of principal. Regular investing does not ensure a profit or protect against a loss in a declining market. The amount actually available for withdrawal will depend on the investment performance of the investment options chosen.

© 2010, Ohio Tuition Trust Authority. The OTTA silhouette logo, Ohio Tuition Trust Authority and CollegeAdvantage are registered trademarks of the Ohio Tuition Trust Authority. If you have questions, please call us at 1-800-AFFORD-IT (233-6734) Monday through Friday from 8:30 a.m. to 6:00 p.m. EST.