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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 and families 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 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
Call to Action: Show Support for CDFIs
An Executive Order to reduce the Community Development Financial Institution (CDFI) Fund would diminish community revitalization and development nationwide.
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AI and Its Impact: What SRI Investors Need to Know
A deep dive into how investment portfolios can incorporate ethical AI implementation in line with Clean Yield’s social and environmental screening process.
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Clean Yield in Conversation: Market Update April 2025 (The Tariff Edition)
Kofi Kodua discusses what is behind the market volatility, how companies are responding to new tariffs, and what it means for investors and Clean Yield clients in the near term.
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