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

[Investment Policies reviewed and approved by the College of the Mainland Board of Trustees at the August 2011, BOT Meeting]

From the COM Online Policy Manual:

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Investment Strategy

[Investment Strategy reviewed and approved by the College of the Mainland Board of Trustees at the August 2011, BOT Meeting]

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Annual Investment Reports

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Quarterly Reports

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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. 

Fair market value as of August 31,2013 is $250,445.00.

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