SouthCol Advisors is an institutional investment consulting firm driven to make a positive difference in the world.
SouthCol works with foundations and endowments to help them succeed as stewards and fiduciaries. The firm specializes building mission-aligned investment portfolios with the intent to fund and amplify client mission. SouthCol takes a holistic approach that integrates three key areas: fiduciary governance, mission empowering portfolios, and accountability to stakeholders.
In addition to B-Corp certification, SouthCol is one of less than one percent of registered investment advisors with the CEFEX (Center for Fiduciary Excellence) certification.
Keywords: Investment Management, Institutional Money Management, ESG, Fiduciary Governance, Investment Consulting, Impact Investing, Mission Investing, Custom Investment Portfolios, Empowering Portfolios, CEFEX Certified
Sector: Service with Minor Environmental Footprint
Size: 1-9 employees
B Corp Certified – Impact Score: 95.8