News + Insights
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.
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.
2021 Bergman Prize
Congratulations to Rachel Mannheimer’s EARTH ROOM as winner of the 2021 Bergman Prize, as selected by judge Louise Gluck. SouthCol is honored to work with the Bergman Foundation on its mission to support emerging artists.
Frida Kahlo
SouthCol welcomed its interns with an evening of art and alfresco! Special thanks to Diana Martinez for an amazing tour of the Frida Kahlo: Timeless exhibit at the McAninch Arts Center at College of DuPage.
Interns
SouthCol Advisors is thrilled to welcome three new team members – Salvatore DeLucia as a summer associate and Robert Read and Michael Rosario-Noboa as summer interns. Welcome, Sal, Bobby, and Michael!
ESG Trends
In their recent Impact Investing Trends, Envestnet, Inc. shares insights from five thought leaders with experience in ESG investing, including that sustainability is “reality, not an ideology.”
SouthCol Advisors to Serve as Investment Consultant to The Bergman Foundation
News Announcement - SouthCol Advisors to Serve as Investment Consultant to The Bergman Foundation
Earth Day
With an emphasis on mission-based investing, SouthCol Advisors is committed to helping save our planet’s natural resources, beauty, and abundance. As we observe Earth Day, we pledge anew to Restore Our Earth!
Policy
Fiduciary best practice is to review your organization’s investment policy statement every 12 months. If you need help updating yours, see how SouthCol can help.
Mission Moment
Congratulations to Galesburg Community Foundation on the establishment of a new regional food bank! SouthCol is honored to work with GCF and support its mission to help build stronger, healthier communities.
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