Lamar University

A Member of The Texas State University System

Investment Disclosure

The following investment information for Lamar University is presented for the purpose of compliance with State Auditor’s Office reporting requirements and the investment requirements outlined in the Public Funds Investment Act. The statements presented here are informational only and should not be relied upon to provide direction for individuals’ or other institutions’ investment needs.

Investment Advisors

Lamar University, member of The Texas State University System, employs SAGE Advisory Services, Ltd. Co. as our investment advisors. Sage does not make investment decisions without obtaining prior approval. SAGE is located at the following address:

SAGE Advisory Services, Ltd. Co.

1250 Capital of Texas Highway South

Cielo Center I, Suite 300

Austin, Texas 78746

Soft Dollar Arrangements

Lamar University does not use soft dollar arrangements. Lamar University does not have a soft dollar agreement with SAGE.

Foundations

Lamar University is associated with the Lamar University Foundation. The Lamar University Foundation has board members that manage the Foundation. For questions regarding the Foundation contact:

Janice Trammell

Director Development

University Advancement

409-880-8419

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