Sustainable Investment Partners LLC

Overview

Sustainable Investment Partners LLC is a small, fee-based advisory firm that emphasizes equity-oriented, sustainability-focused investing. The firm identifies as an active ESG investor and offers a mix of financial planning and portfolio management services for individuals, small businesses and institutions. Its advisory work includes selecting other advisers and running educational seminars, indicating a consultative model that blends direct portfolio management with outsourced manager selection when needed. Investment activity is concentrated in publicly traded securities, with an explicit preference for equities. As a capital allocator, the firm uses third-party managers for portions of its programmatic alternative exposure and leans on mutual funds and exchange-traded products to implement client strategies. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed fees, allowing flexibility for both ongoing portfolio management and project-based planning work.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices