You have wealth. But when you think about investing it, you freeze.
Not because you don't know what to do—but because the wrong move feels more dangerous than doing nothing.
"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
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
These are the frameworks, questions, and principles SIP utilizes—shared here for anyone navigating the same decisions.
"Clarity does not change the system. It changes one's position within it."
— Anu Rames
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 based in Lexington, MA, and a Fiduciary, utilizing Charles Schwab as custodian for client assets. Learn more about SIP
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.