Investment Reports
| FY 2024 Investment Reports |
|---|
|
Annual Investment Report FY 2024 Investment Report February 2024 Investment Report January 2024 Investment Report December 2023 Investment Report November 2023 |
| FY 2023 Investment Reports |
|---|
|
Annual Investment Report FY 2023 Investment Report February 2023 Investment Report January 2023 Investment Report December 2022 Investment Report November 2022 |
| FY 2022 Investment Reports |
|---|
|
Annual Investment Report FY 2022 Investment Report February 2022 Investment Report January 2022 Investment Report December 2021 Investment Report November 2021 |
| FY 2021 Investment Reports |
|---|
|
Annual Investment Report FY 2021 Investment Report February 2021 Investment Report January 2021 Investment Report December 2020 Investment Report November 2020 |
| FY 2020 Investment Reports |
|---|
|
Annual Investment Report FY 2020 Investment Report June 2020 Investment Report February 2020 Investment Report January 2020 Investment Report December 2019 Investment Report November 2019 |
| FY 2019 Investment Reports |
|---|
|
Annual Investment Report FY 2019 Investment Report February 2019 Investment Report January 2019 Investment Report December 2018 Investment Report November 2018 |
| FY 2018 Investment Reports |
|---|
| Annual Investment Report FY 2018 |
| FY 2017 Investment Reports |
|---|
| Annual Investment Report FY 2017 |
| FY 2016 Investment Reports |
|---|
| Annual Investment Report FY 2016 |
| FY 2015 Investment Reports |
|---|
| Annual Investment Report FY 2015 |
| FY 2014 Investment Reports |
|---|
| Annual Investment Report FY 2014 |
| FY 2013 Investment Reports |
|---|
| Annual Investment Report FY 2013 |
| FY 2012 Investment Reports |
|---|
| Annual Investment Report FY 2012 |
Investment Officers
Clen Burton
Vice Chancellor, Business and Finance/CFO
902 College Ave., Brenham, TX 77833
Phone: 979-830-4133
Investment Reporting Questions
- Does the institution employ outside investment advisors or managers and, if so, who are they?
YES
Valley View Consulting, L.L.C., 8615 Alverstone Way, Austin, TX 78759
- Do the outside investment advisors or managers have the authority to make investment decisions without obtaining prior approval?
NO
- Does the institution use soft dollar, directed brokerage or directed commission, commission recapture, or similar arrangements (these arrangements typically involve using brokerage commissions as means of paying for other related investment services through credits of a portion of brokerage commissions paid rather than through direct payments, or using selected brokers who will rebate a portion of commissions they receive on trades for the investor)?
NO. - Is the institution associated with an independent endowment or Foundation?
YES.
Market Value of Foundation's investments as of August 31, 2024: $35,983,928
Susan Myers, M.Ed.
Director - Blinn College Foundation
902 College Ave. - Brenham, TX 77833
Phone: (979) 830-4273
Fax: (979) 830-4407
susan.myers@blinn.edu
Blinn College Investment Policy
The Blinn College Board of Trustees reaffirmed the College's Investment Policy and Strategy at its Regular Meeting, August 20, 2024.