At Clean Yield principles and profits work together.

We seek out investments that move us to a more just and sustainable society.

Our top priority is to understand your needs and create a portfolio that reflects your values and priorities.

We help you meet your long-term financial goals while making a positive difference in the world.


At Clean Yield, we help our clients meet their long-term financial goals while making a positive difference in the world.

Since 1984, we have worked with progressive investors to build custom portfolios that reflect their values and seek to create a just and environmentally sustainable economy. At Clean Yield, clients find principles and profits working together.

We believe personal values and successful investing are compatible. Read more


News & Insights

17 Oct 2023

Q3 2023 Market Update: Climate Change

No, we’re not referring to the existential threat to humanity. We are, however, referring to the investment climate. The investment climate has had roughly 10-year[...]
13 Apr 2023

Q1 2023 Market Update: Rough Seas Ahead

The federal government seems to have stemmed the recent banking crisis for now. Its aggressive intervention to back customer deposits has had the intended calming[...]
15 Feb 2023

Impact Profile: Oweesta Corporation

Oweesta Corporation is a Native community development financial institution (CDFI) that plays an essential role in catalyzing the flow of capital to Native communities across[...]
11 Jan 2023

Q4 2022 Market Update: Turning the Page

2022 in Review Ouch! It was the worst year for global stock markets since the 2007-2009 global financial crisis. We’re not surprised. After the rampant[...]