Columbia 529 Plan — sponsored by the State of Nevada.
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Please consider the investment objectives, risks, charges and expenses carefully before investing in the Columbia 529 Plan. Contact your financial advisor or Columbia Management at 877.994.2529 or visit www.columbia529.com for a Program Description and Participation Agreement, which contains this and other important information. Read it carefully before investing. You should also consider, before investing, whether the investor’s or 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. Columbia Management Investment Distributors, Inc, member FINRA, distributor and underwriter.
The Columbia 529 Plan is administered by the Board of Trustees of the College Savings Plans of Nevada, which is chaired by Nevada State Treasurer Kate Marshall. Upromise Investments, Inc. serves as the Program Manager and has responsibility for certain administrative and recordkeeping services for the Plan, including assisting Columbia Management Investment Distributors, Inc with effecting transactions. These entities are not affiliated with Columbia Management. Columbia Management Investment Advisers, LLC and its affiliates develop the Plan's Portfolios, market the Plan, assist in the distribution of Portfolio units, perform related management and administrative functions, and performs investment advisory functions to The Columbia 529 Plan. The Columbia 529 Plan is offered by Program Description, and Columbia Funds by prospectus, and are marketed and distributed by Columbia Management Investment Distributors, Inc, member FINRA.
No guarantee: None of the State of Nevada, its agencies, the Federal Deposit Insurance Corporation (FDIC), Columbia Management Investment Advisers, LLC, Upromise Investments, Inc. or their affiliates insures accounts or guarantees the principal invested therein or any investment returns on any account or investment portfolio. The value of your account will vary based on market conditions and the performance of the investment options selected, and may be more or less than the amount invested.
© 2010 Columbia Management Investment Advisers, LLC. All rights reserved.
On April 30, 2010, Ameriprise Financial, Inc., the parent company of RiverSource Investments, LLC, acquired the long-term asset management business of Columbia Management Group, LLC, including certain of its affiliates, which were, prior to this acquisition, part of Bank of America. In connection with the acquisition of the long-term assets, certain clients of Columbia Management Advisors, LLC (including the Columbia Funds) have a new investment adviser, RiverSource Investments, LLC, which is now known as Columbia Management Investment Advisers, LLC. On the same date, Ameriprise Financial also acquired Columbia Wanger Asset Management, LLC (CWAM). CWAM will continue as the investment adviser for Columbia Acorn and Wanger Funds and no changes are anticipated in the existing investment management team. For those clients that use the services of a subadviser, those arrangements are continuing unless notified otherwise. RiverSource Fund Distributors, Inc., now known as Columbia Management Investment Distributors, Inc., member FINRA, will act as the principal distributor of the Columbia, Wanger, Columbia Acorn, RiverSource, Seligman and Threadneedle branded funds. RiverSource Service Corporation, now known as Columbia Management Investment Services Corp., is the transfer agent for the Funds.