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Achieving your financial goals starts with a plan. Our new Portfolio Planner can help you build an investment portfolio to support your goals.

Portfolio Planner 

Get a customized portfolio plan in ~10 minutes

With so many investment choices available to you, we understand that it can be intimidating to decide what investments to make.

Victory Capital can help you build the confidence you need to make the best financial decisions for your future.

Answer a few questions about your financial goals, budget, time horizon and risk tolerance to receive a personalized portfolio plan.

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We're here for you.

+1 800-235-8396

Monday-Friday 7:30am to 8:00pm (CT)

Our experienced professionals can help execute your portfolio plan and are dedicated to your success.

3 Categories of Plans

Based on your investment goals, investment preferences and time horizon, our proprietary Portfolio Planner will recommend a tailored portfolio of professionally managed mutual funds to help you achieve your financial goals. There are three broad categories of portfolio plans to choose from.

Target Risk Portfolio

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  • Diversification in a single fund
  • Plan based upon your level of risk (from conservative to aggressive)

Target Allocation Portfolio

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  • Diversified portfolio of multiple funds
  • Mutual funds invested in stocks and bonds with potential international exposure 

Target Retirement Portfolio

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  • Diversification in a single fund that adjusts based on target retirement date
  • Portfolios become more conservative as the target date approaches
  • Automatic rebalance over time

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Investing involves risk, including potential loss of principal.

Investors should seek independent advice as to tax consequences before making any investment decision. The information contained herein is for educational purposes only and should not be construed as financial, legal or tax advice. Victory Capital does not have information related to and does not review or verify financial or tax situations, and is not liable for the use of, or any position taken in reliance on, such information. Your use of this site is subject to the Victory Capital Online Agreement.

Carefully consider a fund's investment objectives, risks, charges and expenses before investing. To obtain a prospectus or summary prospectus containing this and other important information, visit Read it carefully before investing.

Consider the investment objectives, risks, charges and expenses of the USAA 529 Education Savings Plan (Plan) carefully before investing. Download a Plan Description and Participation Agreement containing this and other information about the Plan from Victory Capital Services, Inc., Underwriter and Distributor. Read it carefully before investing. You should compare this Plan with any 529 Plan offered by your home state or your beneficiary's home state and consider, before investing, any state tax or other state benefits such as financial aid, scholarship funds and protection from creditors that are only available for investments in the home state's plan.

Interests in the USAA 529 Education Savings Plan™ (Plan) are municipal fund securities issued by the Nevada College Savings Trust Fund (Trust). The value of an investment in the Plan will vary with market conditions. The Plan is administered by the Nevada State Treasurer, Zach Conine. Victory Capital Management Inc. (Victory Capital) provides investment management services, and Victory Capital Services, Inc. markets and distributes the Plan. Ascensus Broker Dealer Services, Inc. serves as the Program Manager as well as effects account owner transactions in the Plan. Interests in the Plan are not guaranteed by the Trust, the Plan, the state of Nevada, the Board or any other governmental entities, or any USAA , Victory Capital or Ascensus entities and you could lose money.

Victory Capital means Victory Capital Management Inc., the investment advisor of the Victory Capital mutual funds, USAA Mutual Funds and the USAA 529 Education Savings Plan™ (Plan). The Victory Capital mutual funds and USAA Mutual Funds are distributed by Victory Capital Services, Inc., member FINRA, an affiliate of Victory Capital. The Plan is underwritten and distributed by Victory Capital Services, Inc. Victory Capital and its affiliates are not affiliated with United Services Automobile Association or its affiliates. USAA and the USAA logos are registered trademarks and the USAA Mutual Funds logo and the Plan logo are trademarks of United Services Automobile Association and are being used by Victory Capital and its affiliates under license.