A complete list of active advisors currently associated with Sustainable Investment Partners LLC
Warmer can help you find a great advisor at Sustainable Investment Partners LLC or one who fits your needs even better.
Sustainable Investment Partners provides fee-only investment management, institutional consulting, pension consulting, and project-based financial planning to endowments, foundations, non-profits, small businesses, pension and profit-sharing plans, and high-net-worth individuals. The firm also offers educational seminars and speaking engagements on financial topics for groups, delivered virtually or in person. The firm emphasizes customized investment research for both public and private assets and constructs portfolios using a mix of passive and active strategies, with an option for a thematic impact-driven sleeve focused on access, affordability, and efficacy. As of December 31, 2025, SIP reported $0 in discretionary and $3,379,792 in non-discretionary assets under management, reflecting a practice that largely operates on a non-discretionary advisory and consulting basis. Compared with many independent solo advisers, SIP’s combination of institutional project work (including bespoke manager selection and pension consulting), ongoing seminars, and emphasis on thematic impact investing is atypical. The firm’s small, single-advisor structure and reported single-client, non-discretionary asset base indicate a focus on tailored institutional and high-net-worth engagements rather than mass-market individual relationships.
To learn more about the advisors currently working at Sustainable Investment Partners LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Lexington, MA
| 2
|
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