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"Upromise Investments' exclusive focus on 529 plans let us benefit from their in-depth attention, industry knowledge, and responsiveness to our plan. It's reassuring to be working with a partner whose focus is on college savings and whose expertise gets results."
- Ron Crane,
Idaho State Treasurer
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Single point of contact for clients
Every plan serviced by Upromise Investments has the benefit of a dedicated Relationship Manager. This individual provides a single point of contact for a plan, backed by the full resources of our organization. Relationship Managers handle all client requests for marketing, reporting, and other projects. They, in turn, are in constant contact with internal resources at Upromise Investments to ensure that any requests are met in an efficient and effective manner. |
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