Two decades.
Same pattern.
Your money can do more.
Former institutional investor. $5B+ managed across BNP Paribas, Liberty Mutual, Essex Investments and Boston Trust Walden. Now bringing that same rigor to individuals and nonprofits who deserve better than "fine."
Former institutional investor. $5B+ managed across BNP Paribas, Liberty Mutual, Essex Investments and Boston Trust Walden. Now bringing that same rigor to individuals and nonprofits who deserve better than "fine."
SIP is a Registered Investment Advisor based in Lexington, MA, utilizing Charles Schwab as custodian for client assets.
Working only for you. No commissions, no product sales, no conflicts.
Institutional-grade process. Individual Mandate.
Traditional or values-aligned investing. Your capital, your constraints.
Wealth doesn't collapse.
It quietly stops working.
This is not common knowledge: many people with money are stuck. The accounts are there. Everything looks fine on paper. But fine isn't growing. Fine is just — sitting. Unreviewed accounts. Cash in the wrong places. Nothing's failed. But nothing's started either. And every year you wait, that gap between where you are and where you could be gets wider. That gap has a name. And it can be closed.
Where SIP Focuses
Personal Wealth Services
You've built wealth through income. Now comes the harder phase — making it compound without you. SIP structures the path forward.
- 401(k), IRA and retirement accounts
- Taxable brokerage portfolios
- Cash awaiting long-term investment
- Inherited assets
- Women Investors
Institutional Advisory
Your reserves are growing — but who is actually accountable for the portfolio? Between board meetings and mission delivery, unmanaged reserves drift. SIP holds the line.
- Investment Policy Statements
- Endowments & reserve management
- Portfolio construction & monitoring
- RFP manager search & selection
SIP Perspectives
Frameworks, insights, and principles — shared openly 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. She worked across cycles, crises, and recoveries — and saw where portfolios break. Not in downturns. In structure.
At Liberty Mutual, she served on the 401(k) Investment Committee, stewarding retirement assets for 72,000+ participants. Now she brings that same institutional expertise to individuals and organizations who have never had access to it.
Traditional or values-aligned — backed by clarity, transparency, and decades of proven results. Anu holds an MBA from Babson College.
