The Work Index by Flexa

SouthCol Advisors, LLC

SouthCol Advisors is an investment consulting firm dedicated to helping mission-based institutions succeed as stewards and fiduciaries.

https://southcoladvisors.com/
5.1

/10

Transparency ranking

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Description

SouthCol Advisors is a fiduciary and governance consulting firm that provides investment advisory services to mission-based institutions, such as foundations and endowments. The company believes that investment portfolios should be empowered to work for the greater good and that successful mission-driven investing requires careful planning and attention in fiduciary governance, portfolio construction, and accountability to stakeholders. SouthCol's holistic approach to stewardship is centered around a commitment to fiduciary governance and incorporates industry-leading technology, research, analytics, and intelligence through its partnership with Envestnet.

SouthCol's mission is to help clients fund and amplify their institutional missions and to succeed as stewards and fiduciaries. The company works alongside governing investment committees to build mission-aligned investment portfolios and to help fiduciaries quantify and communicate their success. SouthCol is a B Corporation and a CEFEX-certified investment advisor, demonstrating its commitment to high standards of verified performance, accountability, and transparency. The company's team of seasoned investment professionals utilizes its experience and talents to empower others, and SouthCol is proud to be a member of the global movement for an inclusive, equitable, and regenerative economy.

Flexibility

SouthCol Advisors is seeking experienced and motivated individuals who are passionate about investing. The company states that they are happy to meet with qualified candidates and learn more about their aspirations, but there is no mention of any job flexibility options in their online materials.

Benefits

SouthCol Advisors emphasizes a culture of integrity, inclusion, and mission. They offer a challenging and supportive work environment, rewarding contributions and celebrating successes. Specific employee benefits like salary, insurance, or time off are not mentioned, but they are open to discussing qualifications and aspirations with interested candidates.

Mission

SouthCol Advisors is a firm of seasoned investment professionals dedicated to empowering mission-based institutions. They provide fiduciary and governance consulting and investment advisory services to philanthropic organizations seeking to make a difference for others. SouthCol focuses on building mission-aligned investment portfolios, helping clients fund and amplify their goals while also quantifying and communicating their impact to stakeholders. They believe in a holistic approach to stewardship that integrates fiduciary governance, mission-empowering portfolios, and accountability, ensuring their clients’ investments work for the greater good.

Environmental impact driven
Social impact led
Sustainability

Culture

SouthCol Advisors promotes a culture centered around integrity, inclusion, and mission. They value individuals who are passionate about investing and strive to create a supportive environment where employees are challenged, rewarded, and celebrated for their contributions. The company's commitment to empowering others and making a positive impact in the world is evident in their values and their work with mission-based institutions.

Collaborative
People-first
Progressive
Supportive
Transparent

DE&I

SouthCol Advisors embraces a culture of integrity, inclusion, and mission. They are committed to providing equal opportunities for all qualified applicants and consider all candidates for employment without discrimination based on race, color, religion, gender, sexual orientation, gender identity, national origin, protected veteran status, disability or any other factors prohibited by law.

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