Institutional Advisory Services

Investment advisory for nonprofits, endowments, and foundations seeking alignment between mission and money.

Empowering Institutional Clients

Sustainable Investment Partners (SIP), a Registered Investment Advisor in Massachusetts, offers institutional advisory services tailored for nonprofits, endowments, and foundations seeking alignment between their mission and their money.

Whether managing in-house or outsourcing, SIP provides strategic guidance grounded in institutional discipline—with Charles Schwab as independent custodian and SIP as strategic advisor, delivering transparency, security, and mission-first partnership.

What SIP Offers Institutions

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Investment Policy Statement Development

Guidance in crafting Investment Policy Statements and forming Investment Committees to establish governance frameworks for long-term stewardship.

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Strategic Asset Allocation

Thorough analysis of financial objectives, risk tolerance, and investment timeframe to ensure optimal asset allocation aligned with organizational goals and values.

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Portfolio Implementation & Monitoring

Ongoing oversight and management—whether internal management, discretionary asset management by SIP, or guidance in evaluating third-party investment managers.

Transparent Fee Structure

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. No hidden costs.

Asset Management

For ongoing portfolio management (AUM-based):

1.5% for assets under $500K
1.0% for $500K–$2M
0.85% for $2M–$10M
0.75% for over $10M

Project-Based Consulting

For asset allocation, IPS development, or fund selection:

$2,000–$20,000+
Based on asset size and complexity

Third-party costs (custodian or fund fees) may apply and are always disclosed upfront.

Frequently Asked Questions

What services does SIP offer nonprofits?

SIP provides tailored Institutional Investment Solutions specifically designed for endowments, foundations, and nonprofit entities. These include strategic asset allocation, custom investment research (for both public and private assets), and the option of internal management or selecting external managers for portfolio execution.

Are there minimum asset requirements for nonprofit clients?

No. SIP does not impose a minimum account size for its services, making it accessible for nonprofits of varying sizes and stages.

Can nonprofits restrict investments based on their values or policies?

Absolutely. SIP allows client-imposed restrictions on specific securities or sectors as long as they are reasonable and clearly communicated in writing.

Does SIP act as a fiduciary for nonprofit clients?

Yes. SIP is a fee-only, fiduciary firm—meaning it does not earn commissions, referral fees, or third-party compensation. Advice is solely in the client's best interest and not tied to any product sales.

Where are client assets held?

SIP is an independent investment advisor, registered in the Commonwealth of Massachusetts. SIP utilizes Charles Schwab as the custodian for client assets, ensuring security. However, SIP has no affiliation with Charles Schwab, thereby ensuring unbiased and impartial advice and recommendations.

Read Non-Profit Investment Perspectives

Stay informed with regular insights on institutional investing, governance best practices, and strategies for nonprofits navigating complex investment decisions.

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About Anu Rames

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, and Boston Trust Walden, Anu brings institutional rigor to mission-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 stewarding an endowment, building a foundation, or guiding nonprofit capital—Anu can help you invest with clarity and conviction.

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Ready to Get Started?

📅 Schedule Meeting 📞 +1 (508) 251-9421 ✉️ advisory@joinsipartners.com