Investment Information

Victoria College Investment Officers

Keith Blundell
Vice President of Administrative Services
keith.blundell@victoriacollege.edu
(361) 573-3291

Tracey Bergstrom
Director of Finance
tracey.bergstrom@victoriacollege.edu
(361) 573-3291

Victoria College does employ an outside investment manager for its Endowed Funds only. This manager does have the authority to make investment desicions without obtaining prior approval.

Wells Fargo Bank - Institutional Trust Services
Frederick Lykes, Jr.
One O'Connor Plaza, 3rd Floor
Victoria, TX 77901
361-574-5221

Victoria College does not use soft dollar arrangements.

Victoria College is associated with an independent endowment or foundation.

Victoria College Foundation Inc.
Jennifer Yancey - Director
2200 E. Red River St.
Victoria, TX 77901
361-582-2519

The market value of the Foundation's investments at November 30, 2011 was $7,447,288.

Investment Policy  (Approved by the Board of Trustees on 01-23-12)

Investment Reports

2011-2012

  • 1st Quarter
  • 2nd Quarter
  • 3rd Quarter
  • 4th Quarter
  • 2011-2012 Annual Investment Report

2010-2011

2009-2010

2008-2009

 

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