News + Insights
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.
Measuring
SouthCol’s annual reporting quantifies the REAL impact of client investments.
Stewardship Impact Report
SouthCol’s annual reporting quantifies the REAL impact of client investments, providing fiduciary, investment, and impact accountability.
MARCH
Each year, SouthCol Advisors chooses at least one book to inspire the work and mission of our clients. What is the book for 2020?
Be The Good
In honor of World Kindness Day, SouthCol recognizes the good works of United Methodist Foundation of Northern Illinois Conference and Galesburg Community Foundation. We are proud to work with organizations with a mission to help change the world!
Impact Investing Veteran James Lumberg Launches SouthCol Advisors
Press Release – Impact investing veteran James Lumberg launches SouthCol Advisors
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