2011 Investment Disclosure Statements
- Does the institution employ outside investment advisors or managers and, if so, who are they. YES.
James Eller, Financial Advisor
Wachovia Securities, LLC
8010 IH-10 West
San Antonio, TX 78230
- Does the institution use soft dollar arrangements (a means of paying for services through brokerage commission revenue, rather than through direct payments)? NO.
- Is the institution associated with an independent endowment or Foundation? YES.
Net Assets as of August 31, 2011: $905,498
Market Value of Investments: $812,661
Ruth L Cude, Dean of Administrative Services
3800 Charco Rd
Beeville, TX 78102
Coastal Bend College Investment Officers
Thomas Baynum, Ruth Cude,
President Dean of Administrative Services
Coastal Bend College Coastal Bend College
3800 Charco Rd. 3800 Charco Rd.
Beeville, TX 78102 Beeville, TX 78102
Ph: 361-354-2200 Ph: 361-354-2767
Fax: 361-354-2333 Fax: 361-354-2227
Coastal Bend College Investment Policy
The Coastal Bend College Board of Trustees reaffirmed the College’s Investment Policy at its Regular Scheduled Meeting on September 15, 2011.