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For More Than 40 Years
Clean Yield Asset Management has used the power of investing to meet the financial goals of individuals, families, and aligned organizations and move society toward a more just and sustainable future. Our team has the knowledge and experience necessary to craft portfolios that meet our clients’ deeply held values while adhering to a rigorous investment discipline.
Personalized Investment Approach
Clean Yield helps individuals and families, as well as family trusts, foundations, and aligned nonprofits meet their long-term financial goals through sustainable asset management that reflects their values and priorities. Our personalized, collaborative approach to working with our clients empowers investors to be knowledgeable and confident.
Living Our Values
We live our values by considering our community impact in everything we do. From the services we offer to the way we operate our business, Clean Yield is dedicated to meeting the highest standards of performance, accountability, and transparency, as we do our part to advance a healthier, more sustainable society and economy.
Latest Insights
Defending Shareholder Voice
Clean Yield has been actively tracking and opposing recent moves by the U.S. Securities and Exchange Commission (SEC) that threaten investors’ long-standing rights to file shareholder proposals under Rule 14a-8.
Charitable Giving: How to Align Philanthropy and Donations with Your Financial Goals
Build Giving to Causes That Are Important to You into Your Financial Planning Philanthropy and charitable donations…
Q2 2026 Market Outlook: Investing in a Time of Dichotomies
A review of the market in Q2 and our plans for the market uncertainties in Q3.