Investment Disclosures

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Protecting Our Future. Investing in Your Success

Strategic financial management is what allows College of the Mainland to grow. We manage our investments with a focus on safety, liquidity, and transparency, ensuring that every dollar is positioned to support our mission and our students.

Investment Policy and Strategy

Our commitment to ethical and effective management.

Investment Policy

View the official guidelines that govern how we protect and grow institutional funds.
Investment Policies reviewed and approved by the College of the Mainland Board of Trustees at the December 2024 BOT Meeting. From the COM Online Policy Manual:

Investment Strategy

Our investment strategy is reviewed and approved annually by the Board of Trustees.
Investment Strategy reviewed and approved by the College of the Mainland Board of Trustees at the December 2024 Board of Trustees Meeting: 

Annual Investment Reports

Comprehensive summaries of our yearly investment performance and portfolio health.

Quarterly Investment Reports

Stay up to date on our most recent financial activity and performance metrics.

Fiscal Year 2025-2026
May 31, 2026 | February 28, 2026 | November 30, 2025

Fiscal Year 2024-2025
August 31, 2025 | May 31, 2025 | February 28, 2025 | November 30, 2024

Fiscal Year 2023-2024
August 31, 2024 | May 31, 2024 | February 29, 2024 | November 30, 2023

Fiscal Year 2022-2023
August 31, 2023 | May 31, 2023 | February 28, 2023 | November 30, 2022

Fiscal Year 2021-2022
August 31, 2022 | May 31, 2022 | February 28, 2022 | November 30, 2021


Management Transparency
College of the Mainland takes a direct approach to financial stewardship:

  • Internal Management: COM does not employ outside investment managers. Our portfolio is managed internally by the Vice President for Fiscal Affairs and the Controller.
  • Zero Commissions: We do not participate in "soft dollar" arrangements or use commission-based brokerage services.
College of the Mainland Foundation: College of the Mainland is associated with College of the Mainland Foundation, a foundation established solely for the benefit of the College and its educational endeavors. The COM Foundation total value of assets measured at fair value on a recurring basis is $6,912,368.

Contact Fiscal Affairs

Freda Davis
409-933-8800
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