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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
Quarterly Market Outlook: Crossroads
Clean Yield’s 2025 investment strategy continues to focus on being prepared in the face of uncertainty.
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Mobilizing to Protect the Freedom to Invest Responsibly
Clean Yield’s Dorigen Hofmann joined social investors on Capitol Hill in September to advocate for essential shareholder rights.
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Speaker Series: Fraud Prevention – What to Look For & Tips for Individuals
Clean Yield welcomes Mike Pieciak, Treasurer of the State of Vermont, and Aoife Ridge, Director of Fraud Prevention at Charles Schwab & Co., in conversation about fraud prevention and safety tips.
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