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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, including LGBTQIA+ 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
Upcoming Speaker Series — Protect What Matters: Estate Planning for LGBTQIA+ Families
We invite you to join our webinar to learn insights and strategies on LGBTQIA+ estate planning. This webinar will help families understand the steps to legally protect yourself and your family and align your financial decisions with your values.
Impact Profile: Foodshed Capital Expands Access to Financing for Resilient, Regenerative Food Systems
Foodshed Capital is a nonprofit loan fund and certified CDFI expanding access to affordable, flexible financing for regenerative farmers and food entrepreneurs working to build more resilient regional food systems.
How to Prevent Identity Theft and Fraud: Steps You Can Take
Follow these steps and best practices, organized into a useful checklist, to prevent fraud and identity theft.