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Investment Disclosure
Questions regarding the information presented here should be directed to:
Helen R. Duvall, CPA
Investment Officer
Controller
College of the Mainland
1200 Amburn Road
Texas City, TX 77591
409-933-8482 or 1-888-258-8859 ext. 8482
[Reappointed as Investment Officer by the College of the Mainland Board of Trustees at the August 2011 BOT Meeting]
Lisa A. Templer, CPA
Investment Officer
Vice President for College and Financial Services
College of the Mainland
1200 Amburn Road
Texas City, TX 77591
409-933-8261 or 1-888-258-8859 ext. 8261
[Reappointed as Investment Officer by the College of the Mainland Board of Trustees at the August 2011 BOT Meeting]
Investment Policies
From the COM Online Policy Manual:
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Investment Strategy
- Investment Strategy (PDF) revised 8/4/2011
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Annual Investment Reports
- 2011-2012 Annual Report (PDF)
- 2010–2011 Annual Report (PDF)
- 2009–2010 Annual Report (PDF)
- 2007–2008 Annual Report (PDF) reposted on Feb. 11, 2010
- 2006–2007 Annual Report (PDF)
- 2005–2006 Annual Report (PDF)
- 2004–2005 Annual Report (PDF)
- 2003–2004 Annual Report (PDF)
- 2002–2003 Annual Report (PDF)
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Quarterly Reports
- November 2012 (PDF)
- August 2012 (PDF)
- May 2012 (PDF)
- February 2012 (PDF)
- November 2011 (PDF)
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Required Disclosure
College of the Mainland does not employ outside investment advisors or managers to make investment decisions for the college district. Controller Helen R. Duvall, CPA, is appointed as the investment officer for the district.
College of the Mainland does not use soft dollar, directed brokerage or direct commission, commission recapture, or similar arrangements.
College of the Mainland is associated with the College of the Mainland Foundation, a foundation established solely for the benefit of the College and its educational endeavors. The Foundation may be contacted at 409-933-8557.
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