Welcome to SouthCol
At SouthCol, we combine the discipline of investing with a resolute understanding of how portfolios are connected to stewardship and institutional mission. We believe that investment portfolios should be empowered to work for the greater good.
We are:
- An institutional investment consulting firm that provides fiduciary and governance consulting and investment advisory services to mission-driven institutions
- Leaders in stewardship and impact investing with more than three decades of experience
- A CEFEX® Certified investment advisor that embraces fiduciary accountability and adheres to a global fiduciary standard of excellence
- A Certified B Corporation that adheres to high standards of social and environmental performance, transparency, and accountability
- A boutique firm that provides personalized service and attention, but with the resources of a global financial services organization
DID YOU KNOW? SouthCol Advisors is the only U.S.-based investment advisor to be CEFEX-certified and a B Corporation.
Welcome to SouthCol
At SouthCol, we combine the discipline of investing with a resolute understanding of how portfolios are connected to stewardship and institutional mission. We believe that investment portfolios should be empowered to work for the greater good.
We are:
- An institutional investment consulting firm that provides fiduciary and governance consulting and investment advisory services to mission-driven institutions
- Leaders in stewardship and impact investing with more than three decades of experience
- A CEFEX Certified investment advisor that embraces fiduciary accountability and adheres to a global fiduciary standard of excellence
- A Certified B Corporation that adheres to high standards of social and environmental performance, transparency, and accountability
- A boutique firm that provides personalized service and attention, but with the resources of a global financial services organization
DID YOU KNOW? SouthCol Advisors is the only U.S.-based investment advisor to be CEFEX-certified and a B Corporation.
A Request for Information (RFI) is an effective and often underutilized tool for boards and investment committees to fulfill their fiduciary responsibilities, stay current on investment offerings, and evaluate fees.
Empower Your Mission
The disciplines of effective stewardship—fiduciary governance, prudent investment processes, and accountability—are at the center of our work. But we do this work with an awareness and a commitment to what it really means: competitive investment returns are vital to empowering mission and thoughtfully constructed portfolios can amplify institutional priorities.
Empower Your Mission
The disciplines of effective stewardship—fiduciary governance, prudent investment processes, and accountability—are at the center of our work. But we do this work with an awareness and a commitment to what it really means: competitive investment returns are vital to empowering mission and thoughtfully constructed portfolios can amplify institutional priorities.
