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...
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.
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.
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.