Institutional Advisory Services : Empowering And Serving Institutional Clients
Sustainable Investment Partners (SIP), a Registered Investment Advisor in Massachusetts, offers institutional advisory services tailored for non-profits, endowments, and foundations seeking alignment between their mission and their money.
Whether you’re managing in-house or outsourcing, SIP provides:
- Strategic Asset Allocation
- Custom research and fund selection aligned with your values
- Guidance or oversight—from internal management to manager evaluation
- Flexible fee options: fixed for one-time projects or quarterly for ongoing investment management
With Charles Schwab as your independent custodian and SIP as your strategic advisor, you gain transparency, security, and a partner who puts your mission first.
Invest with intention. Lead with clarity.
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..
SIP offers a clear, scalable fee structure that decreases as assets grow. Clients choose either a fixed fee for one-time projects or a quarterly fee for ongoing management.
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.
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.
Anu Rames, Founder & Managing Principal of SIP, is an investment professional trusted by both institutions and individuals navigating the question “What’s enough – and what’s next?”
With nearly two decades of investing experience at global firms like BNP Paribas Asset Management, Liberty Mutual Investments, Boston Trust Walden etc., Anu brings institutional rigor to human-centered outcomes. 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 and an engineering degree from Calicut University.
Whether you’re building a platform, a portfolio, or a second act – Anu can help you launch with clarity and conviction.