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, A Meeder Investment Management Company
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, 2022 was $1,327,484.69.
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.
2023
Investment Policies
3rd Quarter (July)
2nd Quarter (April)
1st Quarter (January)
2022
Annual Investment Report (Including Deposits) August 31, 2022
4th Quarter (October)
3rd Quarter (July)
2nd Quarter (April)
1st Quarter (January)
2021
Investment Policies
Annual Investment Report (Including Deposits) August 31, 2021
4th Quarter (October)
3rd Quarter (July)
2nd Quarter (April)
1st Quarter (January)
2020
Investment Policies
Annual Investment Report (Including Deposits) August 31, 2020
4th Quarter (October)
3rd Quarter (July)
2nd Quarter (April)
1st Quarter (January)
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