Clarity does not change the system. It changes one's position within it.
SIP offers wealth management for individuals and institutions—from those building their first $100,000 to stewarding multi-million-dollar portfolios—applying the same institutional discipline at every stage, whether traditional or values-aligned.
Personal Wealth Services
Personal finance isn't smaller finance; it's higher-stakes finance because the consequences are lived. Whether you're breaking the 'Income Spell' or building a values-aligned legacy, SIP provides the discipline and empathy required to protect your story.
Learn more →Institutional Advisory
Non-profit finance is higher-stakes because your capital is the scaffolding for your community. Whether your mandate is traditional growth or mission-aligned impact, SIP provides the rigor and foresight to ensure your portfolio is as resilient as the organization it supports.
Learn more →Wealth Is Rarely Built In Isolation.
We know how large institutions are supported by frameworks designed to protect and grow capital over time. Most individuals and nonprofits, however, are left to navigate these decisions without that same structure. SIP exists to close that distance.
SIP brings the investment discipline and decision-making processes used by endowments and pension funds to families and nonprofits—adapted with care, and with full regard for the realities they carry.
Meet Anu Rames, Founder & Managing Principal
Before founding Sustainable Investment Partners LLC (SIP), Anu managed over $5 billion in global stocks and oversaw an $8 billion retirement plan across a distinguished two-decade career.
Now she brings that same institutional expertise to everyone—from individuals building their first investment portfolio to organizations managing complex endowments. Traditional OR values-aligned, backed by clarity, transparency, and decades of proven results.
SIP is a Fee-Only Registered Investment Advisor and proud Fiduciary, utilizing Charles Schwab as custodian for client assets. No account minimums. Learn more about SIP
Ready for Professional Investment Advisory?
Schedule a conversation with Anu about your goals and how SIP can help you build long-term wealth with the strategy that fits your needs.
Schedule Your Initial ConsultationSustainable Investment Partners LLC is a Registered Investment Advisor based in Lexington, Massachusetts.