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
  • Registered with the U.S. Securities and Exchange Commission*
  • Leaders in stewardship and impact investing with more than three decades of experience
  • Specialists in fiduciary governance processes and best practices
  • A boutique firm that provides personalized service and attention, but with the resources of a global financial services organization

* Registration does not imply a level of skill or training.

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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.

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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.

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Why SouthCol

What differentiates SouthCol is a holistic approach to stewardship that integrates fiduciary governance, mission empowering portfolios, and accountability to stakeholders.

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Our Firm and Guiding Principles

SouthCol provides fiduciary and governance consulting and investment advisory services to mission-based institutions who seek to make a difference for others.

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Our Envestnet Partnership

Through SouthCol’s partnership with Envestnet, clients benefit from industry-leading technology, research, analytics, and intelligence. This partnership combines SouthCol’s personal service with the power of a global platform.

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Our Team

We are a firm of seasoned investment professionals who utilize our experience and talents to empower others.

MEET OUR TEAM