Clean Yield is an SEC-registered investment advisory firm working exclusively with social investors. Since our founding in 1984, our goal has been to invest to promote a sustainable society while achieving competitive financial returns. Our hallmark is working closely with our clients to ensure that we are responsive to their unique financial requirements and personal values.
We are a member of the US SIF: The Forum for Sustainable and Responsible Investment, Green America, and the Slow Money Alliance. We are an affiliate member of the Interfaith Center for Corporate Responsibility.
We congratulate Vermont Housing and Conservation Board on its 25 years of investing in affordable housing and land conservation.
What is Socially Responsible Investing?
Social investors recognize that every financial transaction has social implications as well as monetary ones. While traditional investing is aimed exclusively at maximizing financial value, social investing takes account of both financial and social bottom lines. Socially responsible investing can be a catalyst for positive social change or merely a way to help the investor sleep better at night. See our services »
News & BlogMarch 5, 2014
Security breaches of private information have been nightly news phenomena for the past few months. Whether it was Target last December or the University of Maryland in February, it seems that no type of business or institution is immune from hackers. Each data breach is a bit different in the type of information accessed and how it happened, but it is clear that people out there are constantly and actively working to gain our private information.
Here’s what we’re doing to keep your private information safe.
First, we put your private information in as few places as possible. Second, we contract only with companies that have very high level encryption and security checks. In general, your Social Security number, account numbers, and other private information are housed only with your broker, in our portfolio management software, and in our client relationship management software. Read more »Comments » March 4, 2014
On February 20, the Salem News published a Clean Yield-penned column on the need for the Massachusetts legislature and the Securities and Exchange Commission to enact measures requiring greater transparency from corporations concerning their political contributions.
Political contributions transparency is a priority issue for Clean Yield, which has sponsored proposals in recent years at several corporations. Read more »Comments »
Company ProfilesDecember 6, 2013
Are you fed up with the biggest U.S. banks and their market and political power? Their reckless speculation with depositors’ money because they are “too big to fail”? The lack of personal accountability for their role in the 2008 financial crisis and their weakening of regulatory reforms after the financial crisis? So are we. We’re investing in community and regional banks instead. One of our favorites is Merchants Bancshares, based in South Burlington, Vermont. Founded in 1849, it is the only remaining independent bank operating statewide, with 33 offices and 284 employees.
Merchants Bancshares is a simple bank that takes in deposits and makes loans in the communities in which it operates. The deposits that come into its offices stay in the communities through local lending. Unlike the nation’s biggest banks, which have created thousands of complex subsidiaries so as to avoid regulations and paying their fair share of taxes, Merchants is just a bank that pays its fair share of taxes. Read more »December 2, 2013
These are challenging times for investors who need income. With interest rates still at historically low levels, investors are driven into stocks — but the average dividend yield on U.S. stocks is only about 2%. Those seeking relatively high income can reach for a high current dividend yield, but typically must sacrifice quality and growth of income and capital. TELUS is a stock that offers attractive current income, as well as potential income and capital growth. This Vancouver-based Canadian telecommunications company has 13.2 million customer connections, providing wireless, data, Internet, TV, entertainment, and video services.