MASTERCLASS: 529 Plans - August 2019

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  • 53 mins 38 secs


Invesco is an independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. We are privileged to manage $1,198.7 billion in assets on behalf of clients worldwide (as of July 31, 2019). Our single focus is to help clients achieve their investment objectives.

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J.P. Morgan is a global leader in financial services, offering solutions to the world's most important corporations, governments and institutions in more than 100 countries. As announced in early 2018, JPMorgan Chase will deploy $1.75 billion in philanthropic capital around the world by 2023. We also lead volunteer service activities for employees in local communities by utilizing our many resources, including those that stem from access to capital, economies of scale, global reach and expertise.

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Legg Mason is a leading global investment company committed to helping clients reach their financial goals through long-term, actively managed investment strategies.

  • A broad mix of equities, fixed-income, alternatives and cash strategies invested worldwide
  • A diverse family of specialized investment managers, each with its own independent approach to research and analysis
  • Over a century of experience in identifying opportunities and delivering astute investment solutions to clients

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