You have wealth.
It just doesn't feel like it yet.
Scattered accounts. Unused cash. Positions you inherited.
Sound familiar?
You need a framework you can trust — one that makes your capital intentional and activated.
"I didn't leave traditional finance because it wasn't working. I left because I kept meeting people—smart, capable people—who had wealth but no structure to activate it."
— Anu Rames, Founder & Managing Principal
SIP brings institutional discipline to individuals and institutions who need a framework they can trust.
Personal Wealth Services
You've built wealth through income. Now it needs to compound without you. But every "strategy" you research creates more questions than answers.
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 between board meetings, compliance, and mission delivery—who's actually stewarding the portfolio?
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
Wealth Is Rarely Built In Isolation
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 us 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
Before founding SIP, Anu spent nearly two decades as an institutional investor at global 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, stewarding retirement assets for 72,000+ participants. Anu holds an MBA from Babson College, consistently ranked among the world's top institutions for entrepreneurship.
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.
The Messiness of Personal Finance
How Identity, Boundaries, and Life Transitions Quietly Shape Financial Outcomes
Available on Amazon →
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.