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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, 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
Jonathan Jeter, Director
911 Boling Hwy
Wharton, TX  77488 
(979) 532-6891

The market value of the Foundation's investments as of October 31, 2023 was $1,164,234.88. 

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

Annual Investment Report (Including Deposits) August 31, 2023

Investment Policies

4th Quarter (October)

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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