News + Insights2023-06-29T21:05:40+00:00
Investing for Mission | Protecting resources through water scarcity solutions
Investing for Mission | Protecting resources through water scarcity solutions

News + Insights

Dual Certification

July 1, 2023|

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

June 29, 2023|

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.

B Corp Certification

December 31, 2022|

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.


December 20, 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.

SouthCol Team

October 26, 2021|

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

September 1, 2021|

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

August 23, 2021|

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

August 9, 2021|

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.

2021 Bergman Prize

July 6, 2021|

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

June 29, 2021|

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.


June 22, 2021|

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

June 2, 2021|

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.”

Earth Day

April 16, 2021|

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!


April 14, 2021|

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

March 30, 2021|

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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