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

Question No. 1 - Victoria College does not employ an outside investment manager.

Wells Fargo Bank - Institutional Trust Services
Juanita Webb
1000Lousianna Street, Suite 600
MAC T5002-061
Houston, TX 77002-5025
(713) 319-1665

Question No. 2 -Victoria College does not use soft dollar, directed brokerage or directed commission, commission recapture, or similar arrangements.

Question No. 3 -Victoria College is associated with an independent endowment or foundation.

Victoria College Foundation Inc.
Amy Mundy- Executive Director
2200 E. Red River St.
Victoria, TX 77901
(361) 582-2519

The market value of the Foundation's investments at February 28, 2017 was $10,908,540

pdf Investment Policy (Approved by the Board of Trustees on pdf 01-11-16 Resolution)

Victoria College Investment Reports

 

2016-2017

  • pdf 2016-2017 Annual Investment Report

2015-2016

 2014-2015

2013-2014 


 

Pirate Portal

 



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