News + Insights
Encouraging Lifelong Generosity for 75 Years
At SouthCol, we are driven to help clients pursue their mission. Here is a client story that inspires us. We hope it inspires you. Meet Midwest Methodist Foundation.
RFI Whitepaper
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.
Mission-Aligned Investing
For fiduciaries managing institutional assets, mission aligned investing can mean seeking not only a competitive return, but investing to help advance the organization’s mission, vision, and values.
Spend Policy
One of the most important policies for any nonprofit institution is a detailed and realistic Spend Policy. The effectiveness of an institution’s spend policy is critical to its ability to fund its long-term mission.
The Galesburg Community Foundation Celebrates 20 Years of Generosity
At SouthCol, we are driven to help clients pursue their mission. Here is a client story that inspires us. We hope it inspires you. Meet Galesburg Community Foundation.
Investment Policy Statements
The Investment Policy Statement is perhaps the most important document for institutional investors. It is the north star for how an institution thinks about investing and its role in funding mission.
BOOKS THAT EMPOWER – 2023
Each year, SouthCol Advisors selects a book that it believes is both inspirational and empowering; a book that broadens perspectives and challenges its reader to do better.
Kilimanjaro Children’s Foundation – Educating Children, Empowering Families
At SouthCol, our work with mission-based institutions is not just professional. It is personal. Here is a story that inspires us. We hope it inspires you.
Dual Certification
IT’S OFFICIAL! SouthCol Advisors is the only U.S.-based investment advisor to be CEFEX-certified and a B Corporation. Learn more about our CEFEX and B Corp certifications!
RFI Whitepaper
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.
2023 ESG Poll
According to our recent LinkedIn poll, 76% of respondents expressed a desire for some level of ESG accountability in their investments, compared to 73% last year. SouthCol Advisors understands the importance of competitive returns AND impact measurement.
A Woman Named Mildred Inspires a New Generation
At SouthCol, we are driven to help clients pursue their mission. Here is a client story that inspires us. We hope it inspires you. Meet The United Methodist Foundation of Northern Illinois Conference.
B Corp Certification
SouthCol is excited to announce its B Corp certification! We are proud to join a growing community* of leaders in the global movement for an inclusive, equitable, and regenerative economy.
BOOKS THAT EMPOWER – 2022
Each year, SouthCol chooses a book that is inspirational and empowering; a book that broadens perspectives and challenges its reader to expand their understanding of what’s possible.
Galesburg’s Sustainable Solution to Food Insecurity
At SouthCol, we are driven to help clients pursue their mission. Here is a client story that inspires us. We hope it inspires you.
Meet Galesburg Community Foundation
SouthCol Advisors CEFEX Certification
SouthCol’s clients are fully supported in managing the complexities of fiduciary governance and institutional stewardship.
Investment Advisor Is Certified For Fiduciary Excellence
SouthCol is excited to announce its CEFEX certification and proud to join an elite community of firms committed to upholding global fiduciary standards.
Investing in the Future of Exploration
SouthCol Advisors was founded on the unwavering commitment to mission, collaboration, and disciplined processes – a commitment synonymous with the attributes of successful explorers.
BOOKS THAT EMPOWER – 2021
Each year, SouthCol Advisors chooses a book that it believes is both inspirational and empowering; a book that broadens perspectives and challenges its reader to do better.
The Bergman Foundation and the Bergman Prize
At SouthCol, we are driven to help clients pursue their mission. Here is a client story that inspires us. We hope it inspires you.
Meet the Bergman Foundation.
SouthCol Team
With impeccable timing, James Lumberg started SouthCol Advisors in March, 2020. In October – for the first time – the team finally was together in SouthCol's Florida office to collaborate, innovate, and celebrate our amazing clients!
SouthCol Summer Interns
With mixed emotion, SouthCol bids farewell to our summer associate and interns; Salvatore DeLucia, Bobby Read, and Michael Rosario-Noboa. We benefited from their work, enthusiasm, and perspective. The future is in good hands!
Galesburg Regional Food Bank
James Lumberg recently toured the future home of Galesburg’s Regional Food Bank, witnessing a tangible connection between investing and mission. SouthCol is proud to work with Galesburg Community Foundation on its mission to address hunger.
SouthCol LinkedIn Poll
According to our LinkedIn poll, 63% chose “competitive return with ESG focus” as the top priority! SouthCol offers a stewardship report that includes investment and impact metrics.
Barry Sagraves of ArchGate Partners
SouthCol had a great discussion with Barry Sagraves of ArchGate Partners about the evolving needs in healthcare and higher education as a result of mergers and consolidations. Contact us to learn more.
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