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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
A New Kind of Meat
Through Clean Yield’s U.S. Sustainable Investment Forum membership, Liz Levy attended a meeting to gain insights on the emerging cultivated meat industry.
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Stock Profile: SoFi Technologies
SoFi Technologies, originally named Social Finance, Inc., by its founders, contributes positively to financial inclusion and social well-being by expanding access to affordable financial services through its digital-first platform.
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Quarterly Market Outlook: January 2026
As we enter Q1 2026, Clean Yield’s Liz Levy provides a review of what happened in Q4 2025, what we are watching this coming quarter, and how we are positioning our clients for success.
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