SouthCol Advisors

At SouthCol Advisors, our decisions are guided by five clearly defined principles: https://lnkd.in/euuVh6i. As we begin a new year, it is our practice to reaffirm our Guiding Principles. This discipline serves an annual reminder that our ideas, our processes, and our actions should be grounded in our principles. #GuidingPrinciples #HappyNewYear #EmpoweringPortfolios #MissionInvesting

SouthCol Advisors honors Jimmy Carter and his extraordinary life of service - Navy veteran, U.S. President, Nobel Peace Prize Recipient, Global Humanitarian. The Carter Center - founded with his late wife and partner, Rosalyn Carter - is a testament to his fundamental commitment to human rights and the alleviation of human suffering. Godspeed, Mr. President.

As the year comes to a close, we’re reminded of the quiet magic this season brings—a time to reflect and look ahead with hope. SouthCol Advisors wishes you and your loved ones a holiday season filled with wonder and a new year full of possibility. #HappyHolidays #2024 #HopeAndWonder

SouthCol Advisors is fortunate to work with some pretty special clients, including the Midwest Methodist Foundation. We are especially grateful to Chris Walters and Demetra Kidd for their partnership, trust, and friendship. #MidwestMethodistFoundation #HappyHolidays #EmpoweringPortfolios

Each year, SouthCol Advisors chooses a book that broadens perspectives and challenges its reader to expand their understanding of what’s possible. Today, SouthCol announces Conor Knighton's Leave Only Footprints: My Acadia to Zion Journey Through Every National Park as its 2024 “Books That Empower” selection. Filled with fascinating tidbits about our National Parks' past and reflections on their fragile future, this book is a celebration of the natural wonders that we all share. SouthCol’s book selection is inspired by the impactful work of its clients in making the world a better place. In addition to sharing the book with clients, SouthCol is thrilled to distribute copies to a local community organization. Read more: https://lnkd.in/euuVh6i #LeaveOnlyFootprints #BooksThatEmpower #EmpoweringPortfolios #MissionInvesting #ImpactInvesting #PowerYourMission #ConorKnighton

At SouthCol Advisors, we believe Spend Policy is the blueprint that guides how mission-based institutions use financial resources to create positive change. For investment committees, it’s more than just numbers—it’s about stewardship and the responsibility to drive meaningful impact. The decisions you make today can fuel innovation, address pressing challenges, and ultimately help shape a better world for tomorrow. SouthCol Advisors’ recently-published piece, “Prudent vs. Proactive: Crafting an Effective Spend Policy” is available on our website: https://lnkd.in/euuVh6i Want to learn more? Contact James W. Lumberg or Jeanne Elliott Enright. #SpendPolicy #EmpoweringPortfolios #MissionInvesting #ImpactInvesting #PowerYourMission

At SouthCol Advisors, we believe that small actions can create ripples of positive change. We are thankful for the opportunity to help clients make the world a better place. Wishing you a Happy Thanksgiving.   #Blessed #Thankful #InvestingForMission #Empowering Portfolios #MissionInvesting #ImpactInvesting

When the Midwest Methodist Foundation was formed in 1949 - then known as Methodist Foundation of the Rock River Conference - its mission was clear: to encourage lifelong generosity through God's abundance. This October, the Foundation celebrated 75 years of living out that purpose. SouthCol Advisors is honored to work with the Midwest Methodist Foundation to help them achieve their mission and joins in celebrating this remarkable milestone. Read more: https://lnkd.in/euuVh6i #MidwestMethodistFoundation #MissionMoment #Impactlnvesting #EmpoweringPortfolios #Mission

From all of us at SouthCol Advisors: Thank you, veterans, for your service. #VeteransDay

James W. Lumberg of SouthCol Advisors was honored to present "Spend Policy: Your Fiduciary Anchor" at the NAUMF Annual Meeting. The importance of a well-crafted Spend Policy as a cornerstone for financial sustainability and stewardship was discussed with foundation leaders. Thank you to Lynn Kilbourne, Anne Green, John Woodall, David Malloy, Julia Frisbie, and Kristin Lee Kinnison for hosting an insightful event in beautiful Tucson, Arizona! SouthCol is proud to work with the NAUMF and its member foundations.     #NAUMF #RisingInFaith #EmpoweringPortfolios #ImagineThePossibilities #InvestingForMission   –