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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.

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.

Investing for Mission
Mitigating climate change

Why SouthCol

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

Investing for Mission
Strengthening community health

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.

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.

Our Team

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