Select your goal below to view the products that may best align with achieving that goal.
Your goals, your way
The Victory Capital InVest platform provides all investors, regardless of financial situation, investment size or goal, access to a range of diverse products managed by experienced investment professionals. Choose from mutual funds and ETFs managed by Victory Capital along with individual stocks and investment products from other providers. Plus, unlike many investment providers, we don’t charge additional fees for advice to help you achieve your goals.
What are you investing for?
Personal
Invest for life goals like buying a home or a car by putting your money to work with our diverse set of products.
Education
Save and pay for education costs while taking advantage of Federal tax benefts with a USAA® 529 Education Savings Plan.
Retirement
Pursue the retirement lifestyle
you want with
professionally managed,
tax-advantaged products.
Legacy
Expand your portfolio and build your family legacy with our range of solutions all in one place with quick and easy guidance.
Match our diverse product offerings to your time horizon and risk tolerance – like buying a first home or purchasing a new car. The Victory Capital InVest platform offers many solutions to help finance your various objectives. Some provide specific tax benefits. And you have the option of working with our live San Antonio-based investment specialists when you need guidance.
Victory Funds
Victory Funds offers a diverse range of competitively priced, high-quality mutual funds managed by our experienced and trusted investment professionals who are dedicated to helping you reach your unique goals. Choose from portfolios of individual stocks, bonds or a combination of both.
- Low minimum investment
- Variety of risk/return objectives
- Match asset mix to expected goal
- Professional investment management
VictoryShares ETFs
VictoryShares ETFs offer tax-effciency, portfolio diversification opportunities and could be an appropriate option to help you achieve your goals. Bought and sold on exchanges, ETFs offer liquidity throughout the trading day.
- $0 commission
- Broad diversification opportunities
- Match investments to goals
- Professional investment management
Marketplace
Marketplace allows you to buy and sell a variety of investments in one place through our brokerage platform. Open a Marketplace account and get access to a diverse range of Victory Funds and VictoryShares ETFs along with thousands of stocks, mutual funds and ETFs from other providers. Plus, our knowledgeable U.S.-based investment specialists are ready to provide you with advice at no additional cost when you need it.
- Low or no commission online orders1
- Access Victory Funds and VictoryShares ETFs
- Invest in products from other providers
- No additional fees for advice
- Access to trade individual stocks
Take advantage of federal tax benefits to save and pay for future education expenses for you and your loved ones. We offer structured portfolios tailored to your beneficiary’s age. You have the freedom to choose a portfolio that adjusts risk and expected return characteristics over a prescribed path or one that lets you adjust investment allocation manually.
USAA® 529 Education Savings Plan
Save for your or your loved one’s education with a USAA® 529 Education Savings Plan account. Contributions grow tax free and qualifed distributions are tax free.
- Federal tax-free growth
- Tax-free withdrawals for qualifed expenses
- Professional investment management
- Easily change beneficiaries
Accumulating sufficient assets to fund a comfortable retirement takes time and planning. We provide a range of investment solutions to help you build your retirement savings, and we’ll help you along the way. Choose from various products on the Victory Capital InVest platform that offer long-term tax deferral and professional management.
Victory Funds
Victory Funds offers a diverse range of competitively priced, high-quality mutual funds managed by our experienced and trusted investment professionals who are dedicated to helping you reach your unique goals. Choose from portfolios of individual stocks, bonds or a combination of both.
- Low minimum investment
- Variety of risk/return objectives
- Match asset mix to expected goal
- Professional investment management
VictoryShares ETFs
VictoryShares ETFs offer tax-effciency, portfolio diversification opportunities and could be an appropriate option to help you achieve your goals. Bought and sold on exchanges, ETFs offer liquidity throughout the trading day.
- $0 commission
- Broad diversification opportunities
- Match investments to goals
- Professional investment management
Marketplace
Marketplace allows you to buy and sell a variety of investments in one place through our brokerage platform. Open a Marketplace account and get access to a diverse range of Victory Funds and VictoryShares ETFs along with thousands of stocks, mutual funds and ETFs from other providers. Plus, our knowledgeable U.S.-based investment specialists are ready to provide you with advice at no cost when you need it.
- Low or no commission online orders
- Access Victory Funds and VictoryShares ETFs
- Invest in products from other providers
- No additional fees for advice
- Access to trade individual stocks
Expand your portfolio and build your family legacy with ease and professional guidance on the Victory Capital InVest platform. Choose from mutual funds and ETFs managed by Victory Capital along with individual stocks and investment products from other providers. We can help you confidently and efficiently build, preserve and pass your wealth on your terms. Plus, save time and consolidate your investments with one provider.
Victory Funds
Victory Funds offers a diverse range of competitively priced, high-quality mutual funds managed by our experienced and trusted investment professionals who are dedicated to helping you reach your unique goals. Choose from portfolios of individual stocks, bonds or a combination of both.
- Low minimum investment
- Variety of risk/return objectives
- Match asset mix to expected goal
- Professional investment management
VictoryShares ETFs
VictoryShares ETFs offer tax-effciency, portfolio diversification opportunities and could be an appropriate option to help you achieve your goals. Bought and sold on exchanges, ETFs offer liquidity throughout the trading day.
- $0 commission
- Broad diversification opportunities
- Match investments to goals
- Professional investment management
USAA® 529 Education Savings Plan
Save for your or your loved one’s education with a USAA® 529 Education Savings Plan account. Contributions grow tax-free and qualifed distributions aren’t taxable income.
- Federal tax-free growth
- Tax-free withdrawals for qualifed expenses
- Professional investment management
- Easily change beneficiaries
Marketplace
Marketplace allows you to buy and sell a variety of investments in one place through our brokerage platform. Open a Marketplace account and get access to a diverse range of Victory Funds and VictoryShares ETFs along with thousands of stocks, mutual funds and ETFs from other providers. Plus, our knowledgeable U.S.-based investment specialists are ready to provide you with advice at no cost when you need it.
- Low or no commission online orders
- Access Victory Funds and VictoryShares ETFs
- Invest in products from other providers
- No additional fees for advice
- Access to trade individual stocks
Match our diverse product offerings to your time horizon and risk tolerance – like buying a first home or purchasing a new car. The Victory Capital InVest platform offers many solutions to help finance your various objectives. Some provide specific tax benefits. And you have the option of working with our live San Antonio-based investment specialists when you need guidance.
Victory Funds
Victory Funds offers a diverse range of competitively priced, high-quality mutual funds managed by our experienced and trusted investment professionals who are dedicated to helping you reach your unique goals. Choose from portfolios of individual stocks, bonds or a combination of both.
- Low minimum investment
- Variety of risk/return objectives
- Match asset mix to expected goal
- Professional investment management
VictoryShares ETFs
VictoryShares ETFs offer tax-effciency, portfolio diversification opportunities and could be an appropriate option to help you achieve your goals. Bought and sold on exchanges, ETFs offer liquidity throughout the trading day.
- $0 commission
- Broad diversification opportunities
- Match investments to goals
- Professional investment management
Marketplace
Marketplace allows you to buy and sell a variety of investments in one place through our brokerage platform. Open a Marketplace account and get access to a diverse range of Victory Funds and VictoryShares ETFs along with thousands of stocks, mutual funds and ETFs from other providers. Plus, our knowledgeable U.S.-based investment specialists are ready to provide you with advice at no additional cost when you need it.
- Low or no commission online orders1
- Access Victory Funds and VictoryShares ETFs
- Invest in products from other providers
- No additional fees for advice
- Access to trade individual stocks
Take advantage of federal tax benefits to save and pay for future education expenses for you and your loved ones. We offer structured portfolios tailored to your beneficiary’s age. You have the freedom to choose a portfolio that adjusts risk and expected return characteristics over a prescribed path or one that lets you adjust investment allocation manually.
USAA® 529 Education Savings Plan
Save for your or your loved one’s education with a USAA® 529 Education Savings Plan account. Contributions grow tax free and qualifed distributions are tax free.
- Federal tax-free growth
- Tax-free withdrawals for qualifed expenses
- Professional investment management
- Easily change beneficiaries
Accumulating sufficient assets to fund a comfortable retirement takes time and planning. We provide a range of investment solutions to help you build your retirement savings, and we’ll help you along the way. Choose from various products on the Victory Capital InVest platform that offer long-term tax deferral and professional management.
Victory Funds
Victory Funds offers a diverse range of competitively priced, high-quality mutual funds managed by our experienced and trusted investment professionals who are dedicated to helping you reach your unique goals. Choose from portfolios of individual stocks, bonds or a combination of both.
- Low minimum investment
- Variety of risk/return objectives
- Match asset mix to expected goal
- Professional investment management
VictoryShares ETFs
VictoryShares ETFs offer tax-effciency, portfolio diversification opportunities and could be an appropriate option to help you achieve your goals. Bought and sold on exchanges, ETFs offer liquidity throughout the trading day.
- $0 commission
- Broad diversification opportunities
- Match investments to goals
- Professional investment management
Marketplace
Marketplace allows you to buy and sell a variety of investments in one place through our brokerage platform. Open a Marketplace account and get access to a diverse range of Victory Funds and VictoryShares ETFs along with thousands of stocks, mutual funds and ETFs from other providers. Plus, our knowledgeable U.S.-based investment specialists are ready to provide you with advice at no cost when you need it.
- Low or no commission online orders
- Access Victory Funds and VictoryShares ETFs
- Invest in products from other providers
- No additional fees for advice
- Access to trade individual stocks
Expand your portfolio and build your family legacy with ease and professional guidance on the Victory Capital InVest platform. Choose from mutual funds and ETFs managed by Victory Capital along with individual stocks and investment products from other providers. We can help you confidently and efficiently build, preserve and pass your wealth on your terms. Plus, save time and consolidate your investments with one provider.
Victory Funds
Victory Funds offers a diverse range of competitively priced, high-quality mutual funds managed by our experienced and trusted investment professionals who are dedicated to helping you reach your unique goals. Choose from portfolios of individual stocks, bonds or a combination of both.
- Low minimum investment
- Variety of risk/return objectives
- Match asset mix to expected goal
- Professional investment management
VictoryShares ETFs
VictoryShares ETFs offer tax-effciency, portfolio diversification opportunities and could be an appropriate option to help you achieve your goals. Bought and sold on exchanges, ETFs offer liquidity throughout the trading day.
- $0 commission
- Broad diversification opportunities
- Match investments to goals
- Professional investment management
USAA® 529 Education Savings Plan
Save for your or your loved one’s education with a USAA® 529 Education Savings Plan account. Contributions grow tax-free and qualifed distributions aren’t taxable income.
- Federal tax-free growth
- Tax-free withdrawals for qualifed expenses
- Professional investment management
- Easily change beneficiaries
Marketplace
Marketplace allows you to buy and sell a variety of investments in one place through our brokerage platform. Open a Marketplace account and get access to a diverse range of Victory Funds and VictoryShares ETFs along with thousands of stocks, mutual funds and ETFs from other providers. Plus, our knowledgeable U.S.-based investment specialists are ready to provide you with advice at no cost when you need it.
- Low or no commission online orders
- Access Victory Funds and VictoryShares ETFs
- Invest in products from other providers
- No additional fees for advice
- Access to trade individual stocks
Ready to get started?
Open an account on the Victory Capital InVest platform today.
Looking for more resources to get started?
Explore these helpful topics or call us at +1 800-235-8396
Seamless asset transfer
Now it’s easy to consolidate your investments in one place. We do the heavy lifting, and you enjoy perks like transfer guidance, investment recommendations and a bonus of up to $1,500.2 Call our U.S.-based investment specialists today and get advice at no additional cost and without the wait.
Put your investments on autopilot with an AIP
Set up an Automatic Investment Plan (AIP) at a recurring amount of your choice and automatically contribute funds to your 529 plan account. You could reap benefts, like long-term compounding potential, easy maintenance, and a disciplined investor bonus.
Investor learning
Get access to numerous tools and resources available to help you on your financial journey. Find current articles, financial calculators and other learning resources all in one place.
Market Research & Commentary
Learn from our experienced investment teams who provide you with market insights and perspectives to support new and accomplished investors.
Why Victory Capital InVest?
Service
Every investor, regardless of investment size, is equally important to us and we’re here to guide you every step of the way. Call us today to talk with a live U.S.-based investment specialist and get guidance without the wait.
Expertise
You don't need previous experience to invest for your future. Victory Capital products are managed by our experienced investment professionals who are dedicated to managing your money so you can feel confident about your financial future.
Access
Save time and consolidate your investments on the Victory Capital InVest platform. Choose from Victory Capital mutual funds and ETFs along with individual stocks and investment products from other providers.
1You may be charged a transaction fee for on-line trades of certain third-party funds or equity and third-party fund trades placed through a phone representative. You will not pay any commissions or transaction charges for purchases or sales of Victory mutual funds or ETFs. Other fees and expenses, including items such as fund expenses, third-third-party mutual fund sales charges, wire fees, account maintenance fees will apply.
2The asset transfer bonus program is based on the dollar value of total eligible assets transferred from another provider to a Marketplace account and/or 520 Education Savings Plan account. Bonuses are awarded for eligible transfers of $10,000 to $1 million. Other restrictions apply.
All investing involves risk, including the potential loss of principal.
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 www.vcm.com/prospectus. Read it carefully before investing.
Carefully consider the investment objectives, risks, charges and expenses of the USAA 529 College Savings Plan (Plan) before investing. visit www.vcm.com/prospectus for a Plan Description and Participation Agreement containing this and other important information about the Plan from
Victory Capital Services, Inc., Underwriter and Distributor. Read it carefully before investing. You should compare the 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 College 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 Funds and the USAA 529 Education Savings Plan (Plan) are distributed by Victory Capital Services, Inc. (VCS). VictoryShares ETFs are distributed by Foreside Fund Services, LLC (Foreside). VCS is not affiliated with Foreside or United Services Automobile Association or its affiliates (USAA); Foreside is not affiliated with USAA. USAA and the Plan logos are trademarks of USAA and are being used under license.
Earnings on nonqualified Plan withdrawals may be subject to federal income tax and a 10% federal penalty tax, as well as state and local income taxes. The availability of tax or other benefits may be contingent on meeting other requirements. State tax treatment of withdrawals used for i) expenses for tuition in connection with enrollment or attendance at an elementary or secondary public, private, or religious school, ii) expenses related to apprenticeship programs, or iii) student loan repayments is determined by the state(s) where the taxpayer files state income tax. Federal and state tax laws are subject to change, please consult with a tax advisor.
VCS will provide you an investment recommendation at no charge to you. You are not obligated to follow any recommendation we provide you. If you do implement a recommendation, you may incur initial fees such as commissions or sales charges. You may also pay ongoing fees such as fund management fees and operating expenses.
Automatic investment plans don't assure a profit or protect against loss in declining markets.
Upromise member must Verify the account Email Address and link an eligible 529 College Savings Plan to receive the $30.29 Bonus cash back rewards. Bonus is awarded as $5.29 for email verification and $25.00 for 529 account linking. Member's cash back rewards account balance must meet the minimum transfer amount to be eligible for transferring cash back rewards into a linked 529 account. Bonus available for new members only.
Not FDIC Insured • May Lose Value • No Bank Guarantee
20230701-3502449
