With the NextGen plan's menu of investment options, you have the flexibility to choose an investing strategy that makes sense for your individual situation. Whether you are investing for the future education of a newborn child or saving for your own graduate school needs, the NextGen plan offers a number of investment alternatives for you - from conservative to aggressive.
Client Direct Series is available for self-directed investors – those who do not seek professional advice about choosing among the available NextGen portfolios. The Client Direct Series consists of investment options, including portfolios offered by Franklin Templeton, MFS Investment Management, BlackRock, and a principal protected option.
Client Select Series is offered to investors who seek professional advice. The Select Series currently offers multiple investment options, including portfolios offered by BlackRock Investment Management LLC, Franklin Templeton Investments, Massachusetts Financial Services Company, Allianz Global Investors Solutions LLC, Eaton Vance Management, Thornburg Investment Management, Inc., and a principal protected option. The Client Select Series provides for A Units or C Units. Each unit class has a different fee and expense structure. Click here to find a listing of participating Maine-based financial advisors (Maine Distribution Agents).
Note: Only NextGen Client Direct Series enrollment materials are available from this site. If you are interested in investing in the NextGen Client Select Series portfolios, click here for a list of participating Maine financial advisors (NextGen Distribution Agents). Maine account owners (or other account owners opening accounts for Maine beneficiaries) may purchase the NextGen Client Select Series through Maine-based financial advisors.