Jump To Section
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
[Appointed 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 & Financial Services
College of the Mainland
1200 Amburn Road
Texas City, TX 77591
409-933-8261 or 1-888-258-8859 ext. 8261
[re-appointed 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:
[ back to top ]
Investment Strategy
- Investment Strategy (PDF) revised 8/4/2011
[ back to top ]
Annual Investment Reports
- 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)
[ back to top ]
Quarterly Reports
- February 2012 (PDF)
- November 2011 (PDF)
- August 2011 (PDF)
- May 2011 (PDF)
- February 2011 (PDF)
- November 2010 (PDF)
- August 2010 (PDF)
- May 2010 (PDF)
- February 2010 (PDF, 21 KB)
- November 2009 (PDF, 21 KB)
- August 2009 (PDF, 21 KB) reposted on Feb. 9, 2010
- May 2009 (PDF, 21 KB) reposted on Feb. 9, 2010
- February 2009 (PDF, 23 KB) reposted on Feb. 11, 2010
- November 2008 (PDF, 23 KB) reposted on Feb. 11, 2010
- August 2008 (PDF, 25 KB)
- May 2008 (PDF, 23 KB)
- February 2008 (PDF, 23 KB)
- November 2007 (PDF, 23 KB)
- August 2007 (PDF, 22 KB)
- May 2007 (PDF, 22 KB)
- February 2007 (PDF, 22 KB)
- November 2006 (PDF, 22 KB)
- August 2006 (PDF, 24 KB)
- May 2006 (PDF, 24 KB)
- February 2006 (PDF, 22 KB)
- November 2005 (PDF, 17 KB)
- August 2005 (PDF, 17 KB)
- May 2005 (PDF, 18 KB)
- February 2005 (PDF, 20 KB)
- November 2004 (PDF, 20 KB)
- August 2004 (PDF, 20 KB)
- May 2004 (PDF, 20 KB)
- Feb 2004 (PDF, 21 KB)
- Nov 2003 (PDF, 20 KB)
- Aug 2003 (PDF, 40 KB)
- May 2003 (PDF, 44 KB)
- Feb 2003 (PDF, 61 KB)
- Nov 2002 (PDF, 31 KB)
[ back to top ]
Required Disclosure
College of the Mainland does not employ outside investment advisors or managers to make investment decisions for the college district. Helen R. Duvall, CPA, Controller is appointed as the investment officer for the district.
College of the Mainland does not use soft dollar arrangements (a means of paying for services through brokerage commission revenue, rather than through direct payments of commission to a brokerage).
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.
[ back to top ]