Investment Disclosure

Compliance Statements

  1. San Jacinto Community College District has retained the services of Patterson & Associates to act as investment advisors to the College. The investment advisors do not have authority to make investment decisions without obtaining prior approval.
    Patterson and Associates
    Barton Oaks Plaza II
    901 South MoPac, Suite 195
    Austin, TX 78746
  2. San Jacinto Community College District does not use soft dollar arrangements, directed brokerage or directed commission, commission recapture, or similar arrangements (these arrangements typically involve using brokerage commissions as a means of paying for other related investment services through credits of a portion of brokerage commissions paid or using selected brokers who will rebate a portion of commissions they receive on trades for the investor). All investments are paid through direct payments.
  3. San Jacinto Community College District is associated with the San Jacinto Community College Foundation, Inc. Goldman, Sachs $ Co. acts as financial advisors without autonomous execution authority for the Foundation.  For information about the Foundation please contact the Director for Resource Development, 4624 Fairmont Parkway, Suite 208, Pasadena, TX 77504. At the close of the quarter on March 31, 2019 the fair value of the Foundation's investments was $12,816,802.
    Goldman, Sachs & Co.  100 Crescent Court Suite 1000, Dallas, TX  75201.