Institutional Advisory Services
Empowering and serving institutional clients
Consultative Advisory Service: Sustainable Investment Partners, LLC is a Registered Investment Advisor in the Commonwealth of Massachusettes. The Institutional Portfolio Advisory service helps non-profits, endowments and foundations to craft and execute customized investment strategies. Institutional project-based advisory services can include assistance with asset allocation, tailored investment research, or aiding in the selection of vehicles, funds, or managers.
Asset Allocation: To ensure optimal asset allocation, a thorough analysis of an organization’s financial objectives, risk tolerance, and investment timeframe is conducted. Based on this assessment, a suitable blend of assets, such as stocks, bonds, treasuries, and so on are chosen, that aligns with the organization’s goals and values..
Impact-Aligned Investment Options: Clients are empowered to choose between managing their investments internally, entrusting SIP with discretionary asset management, or seeking guidance in evaluating and selecting third-party managers or funds. The external manager selection process entails thorough research and due diligence to identify investment managers whose philosophies resonate with the clients’ objectives and values.
- Transparent Fee Structure:
- The fee structure operates on a sliding scale, decreasing as assets grow.
- Select from either
- – A fixed fee for one-time project planning
- OR
- – A quarterly management fee for investment management services
Institutional Custodial Arrangement: SIP is an independent investment advisor, registered in the Commonwealth of Massachusetts. SIP utilizes Charles Schwab as the custodian for your assets, ensuring their security. However, SIP has no affiliation with Charles Schwab, thereby ensuring unbiased and impartial advice as well as recommendations.
Have Questions?
Please feel free to email, or use the contact form to get in touch
Call:
+1-508-251-9421
Send E-Mail
anu@joinsipartners.com