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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, 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
Speaker Series — Revitalizing Local News: How to Support Reporting that Makes Communities Stronger
Independent local journalism is essential to a functioning democracy. Join this webinar to learn how we can support stronger communities through revitalizing local independent newsrooms.
How to Align Philanthropy and Donations with Your Financial Goals
Charitable giving from your investment portfolio could be a smart way for you to support the charities and causes you care about.
Q3 2026 Market Outlook: Weathering the Interest Rate Storm
Our team’s reflections on Q3 2026 and what to expect in the coming months from the market, inflation, bonds, investing, and more.
