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. PattersonPatterson & Associates
Barton Oaks Plaza II
901 S. MoPac, Suite 195
Austin, TX 78746
(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 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 October 31, 2018 was $1,083,279.37.
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.
2018
Investment Policies
Annual Investsment Report (Including Deposits) August 31, 2018
4th Quarter (October)
3rd Quarter (July)
2nd Quarter (April)
1st Quarter (January)
2017
Investment Policies
Annual Investment Report (Including Deposits) August 31, 2017
4th Quarter (October)
3rd Quarter (July)
2nd Quarter (April)
1st Quarter (January)
2016
Investment Policies
Annual Investment Report (Including Deposits) August 31, 2016
4th Quarter (October)
3rd Quarter (July)
2nd Quarter (April)
1st Quarter (January)
2015
Investment Policies
Annual Investment Report (Including Deposits) August 31, 2015
4th Quarter (October)
3rd Quarter (July)
2nd Quarter (April)
1st Quarter (January)
2014
Investment Policies
Annual Investment Report (Including Deposits) August 31, 2014
4th Quarter (October)
3rd Quarter (July)
2nd Quarter (April)
1st Quarter (January)
2013
Summary of Investments (Aug. 31, 2013)
4th Quarter (October)
3rd Quarter (July)
2nd Quarter (April)
1st Quarter (January)
2012
Summary of Investments (Aug. 31, 2012)
4th Quarter (October)
3rd Quarter (July)
2nd Quarter (April)
1st Quarter (January)
2011
Approved Investment Management Plan 2011
Summary of Investments (Aug. 31, 2011)
4th Quarter (October)
3rd Quarter (July)
2nd Quarter (April)
1st Quarter (January)
2010
Approved Investment Management Plan 2010
Summary of Investments (Aug. 31, 2010)
4th Quarter (October)
3rd Quarter (July)
2nd Quarter (April)
1st Quarter (January)
2009
Approved Investment Management Plan 2009
Summary of Investments (Aug. 31, 2009)
4th Quarter (October)
3rd Quarter (July)
2nd Quarter (April)
1st Quarter (January)
2008
Approved Investment Management Plan 2008
Summary of Investments (Aug. 31, 2008)
4th Quarter (October)
3rd Quarter (July)
2nd Quarter (April)
1st Quarter (January)
2007
Approved Investment Management Plan 2007
Summary of Investments (Aug. 31, 2007)
4th Quarter (October)
3rd Quarter (July)
2nd Quarter (April)
1st Quarter (January)
2006
Approved Investment Management Plan 2006
Summary of Investments (Aug. 31, 2006)
4th Quarter (October)
3rd Quarter (July)
2nd Quarter (April)
1st Quarter (January)
2005
Approved Investment Management Plan 2005 Cover Page
4th Quarter (October)
3rd Quarter (July)
2nd Quarter (April)
1st Quarter (January)
2004
Approved Investment Management Plan 2004
4th Quarter (October)
3rd Quarter (July)
2nd Quarter (April)
1st Quarter (January)
2003
Approved Investment Management Plan 2003
4th Quarter (October)
3rd Quarter (August)
- Summary of Investments, Aug. 31, 2003
- Required Disclosure of Certain Investment Information For the Year Ended Aug 31, 2003
- INVESTMENTS (Monthly) (Aug. 2003)
- INVESTMENTS (Summary) (Aug. 2003)
2nd Quarter (April)
1st Quarter (February)
2002
Investment Management Plan 2002
Quarterly Investment Report (Nov 30, 2002) :
Quarterly Investment Report (Aug 31, 2002) (in .pdf format)
Summary of Investments (August 31, 2002)
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