Your money should be growing.
If it isn't, call SIP.
— Anu Rames, Founder & Managing Principal
Takes 2 minutes.
Small investment gaps. They just grow.
Quietly. Until they can't be ignored.
Structure stops the drift.
Personal Wealth Services
You've built wealth through income. Now comes the harder phase. It needs to compound without you. But every "strategy" you research creates more questions than answers. And the longer you wait, the more fragmented decisions become.
How SIP Helps
• 401(k) and retirement accounts
• IRA and rollover accounts
• Taxable brokerage portfolios
• Cash awaiting long-term investment
• Inherited assets
• Money for independent women
Institutional Advisory
Your reserves are growing. But as complexity increases—so does risk. Between board meetings, compliance, and mission delivery—who is actually accountable for the portfolio? Over time, unmanaged reserves don't stay neutral. They drift.
How SIP Helps
• Investment Policy Statements
• Endowments and reserve management
• Cash reserves awaiting long-term investment
• Portfolio construction and monitoring
• RFP Manager search and selection
What Is SIP?
SIP is a fee-only Registered Investment Advisor based in Lexington, MA, and a fiduciary, utilizing Charles Schwab as custodian for client assets. Learn more about SIP
If you would like to partner with SIP to grow your wealth, here are the frameworks, questions, and principles SIP utilizes—shared for anyone navigating similar decisions.
"Clarity does not change the system. It changes one's position within it."
— Anu Rames
Meet Anu Rames, Founder & Managing Principal
Most people think portfolios fail when markets fall. They don't. They fail long before that — in how they're built. That belief is at the heart of SIP.
Anu Rames spent nearly two decades investing through booms, crashes, and recoveries at firms including BNP Paribas Asset Management, Liberty Mutual Investments, Boston Trust Walden, Essex Investments, and Ardennes Capital. At Liberty Mutual, she served on the 401(k) Investment Committee, helping steward retirement assets for more than 72,000 participants.
Today, she brings that institutional discipline to a much bigger idea: good investing shouldn't be reserved for people who grew up knowing how money works. Through SIP, Anu works with individuals building their first portfolios and non-profit boards responsible for reserve capital.
Anu holds an MBA from Babson College, consistently ranked among the world's top institutions for entrepreneurship.
The Messiness of Personal Finance
How Identity, Boundaries, and Life Transitions Quietly Shape Financial Outcomes
Available on Amazon →
Ready for Professional Investment Advisory?
At some point, the question becomes unavoidable:
Is your capital actually working—or just sitting in motionless decisions?
Sustainable Investment Partners LLC is a Registered Investment Advisor based in Lexington, Massachusetts.