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Investment Disclosure

Effective November 1, 2014, Wharton County Junior College employs Patterson & Associates as an investment advisor for the college's endowment fund.  Investment decisions require prior approval of the college's investment committee.  Patterson & Associates may be contacted at:

Linda T. Patterson
Patterson & Associates
301 Congress Avenue, Suite 570
Austin, TX  78701
(512) 320--5042

Wharton County Junior College does not use soft dollar, directed brokerage or directed commission, commission recapture, or similar arrangements.

Wharton County Junior College is associated with an independent endowment or foundation.

Wharton Co Jr College Foundation
Betty McCrohan
911 Boling Hwy
Wharton, TX  77488 
(979) 532-6304

The market value of the Foundation's investments as of November 30, 2014 was $1,063,613.80. 

Please direct all questions to Bryce Kocian, Investment Officer and Vice-President of Administrative Services, Wharton County Junior College, 911 Boling Highway, Wharton, Texas 77488.  Phone 979/532-6315  E-mail:  brycek@wcjc.edu.

 

                                                                 2014

 Investment Policies

Annual Investment Report (Including Deposits) August 31, 2014

4th Quarter (October)

3rd Quarter (July)

2nd Quarter (April)

1st Quarter (January)

 

2013

Investment Policy

Summary of Investments (Aug. 31, 2013)

4th Quarter (October)

3rd Quarter (July)

2nd Quarter (April)

1st Quarter (January)

 

2012

arrow Investment Policy

arrow Summary of Investments (Aug. 31, 2012)

arrow 4th Quarter (October)

arrow 3rd Quarter (July)

arrow 2nd Quarter (April)

arrow 1st Quarter (January)

 


2011

arrow Approved Investment Management Plan 2011

arrow Summary of Investments (Aug. 31, 2011)

arrow 4th Quarter (October)

arrow 3rd Quarter (July)

arrow 2nd Quarter (April)

arrow 1st Quarter (January)

 


2010

arrow Approved Investment Management Plan 2010

arrow Summary of Investments (Aug. 31, 2010)

arrow 4th Quarter (October)

arrow 3rd Quarter (July)

arrow 2nd Quarter (April)

arrow 1st Quarter (January)

 


2009

arrow Approved Investment Management Plan 2009

arrow Summary of Investments (Aug. 31, 2009)

arrow 4th Quarter (October)

arrow 3rd Quarter (July)

arrow 2nd Quarter (April)

arrow 1st Quarter (January)

 


2008

arrow Approved Investment Management Plan 2008

arrow Summary of Investments (Aug. 31, 2008)

arrow 4th Quarter (October)

arrow 3rd Quarter (July)

arrow 2nd Quarter (April)

arrow 1st Quarter (January)

 


2007

arrow Approved Investment Management Plan 2007

arrow Summary of Investments (Aug. 31, 2007)

arrow 4th Quarter (October)

arrow 3rd Quarter (July)

arrow 2nd Quarter (April)

arrow 1st Quarter (January)

 


2006

arrow Approved Investment Management Plan 2006

arrow Summary of Investments (Aug. 31, 2006)

arrow 4th Quarter (October)

arrow 3rd Quarter (July)

arrow 2nd Quarter (April)

arrow 1st Quarter (January)

 


2005

arrow Approved Investment Management Plan 2005
arrow Cover Page

arrow 4th Quarter (October)

arrow 3rd Quarter (July)

arrow 2nd Quarter (April)

arrow 1st Quarter (January)

 


2004

arrow Approved Investment Management Plan 2004

arrow 4th Quarter (October)

arrow 3rd Quarter (July)

arrow 2nd Quarter (April)

arrow 1st Quarter (January)

 


2003

arrow Approved Investment Management Plan 2003

arrow 4th Quarter (October)

arrow 3rd Quarter (August)

arrow 2nd Quarter (April)

arrow 1st Quarter (February)

 


2002

arrow Investment Management Plan 2002

arrow Quarterly Investment Report (Nov 30, 2002) :

arrow Quarterly Investment Report (Aug 31, 2002) (in .pdf format)

arrow Summary of Investments (August 31, 2002)

 

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