Clean Yield Asset Management

Clean Yield Asset Management is a Vermont-based, values-driven investment firm dedicated to helping clients meet their long-term financial goals while contributing to a more just and sustainable future. Founded in 1984, Clean Yield has developed a reputation for expertise in socially responsible investing (SRI), impact investing, shareholder activism, and proxy voting. They offer a personalized approach, working closely with clients to understand their financial objectives and values, and craft custom portfolios that reflect their priorities.

Clean Yield is a Certified B Corporation and a Vermont Benefit Corporation, demonstrating their commitment to high standards of accountability and transparency in their business practices. Their commitment to impact investing extends beyond traditional SRI, directing capital towards mission-driven funds and enterprises that drive positive change in areas such as regenerative agriculture, clean energy, and social justice. They believe that investing should not only generate financial returns but also contribute to a healthier, more equitable world.

Clean Yield Asset Management embraces a remote-first work environment, offering flexibility in work location and scheduling. They prioritize employee well-being and recognize the importance of work-life balance, making remote work an integral part of their company culture. This allows employees to work from any location that best suits their needs and provides opportunities for flexible scheduling, promoting greater autonomy and well-being.

Clean Yield offers a comprehensive benefits package for its employees including health insurance coverage at no cost to the employee, individual professional development coaching for all team members, and participation in a profit-sharing program. They also provide dedicated volunteer hours and philanthropic dollars for their employees to allocate at their discretion, and the firm contributes 1% of its annual revenue to local organizations through charitable giving.

Clean Yield Asset Management is a company that provides sustainable asset management services to individuals and families, focusing on aligning client values with financial returns. They strive to create a positive impact on the world by integrating environmental, social, and governance (ESG) factors into their investment process, engaging in impact investing and shareholder activism, and promoting responsible business practices. Their mission is to meet clients' long-term financial goals while moving society towards a more just and sustainable future.

Clean Yield cultivates a culture that prioritizes collaboration, community impact, and a commitment to sustainable values. They encourage employees to engage in philanthropic activities, prioritize employee well-being with generous benefits and professional development, and strive to operate their business with transparency and accountability. Their dedication to social responsibility is evident in their commitment to environmental sustainability, diversity, and equity, making it a workplace where employees can make a meaningful difference.

Clean Yield Asset Management is committed to using its tools, voice, and power to address racial equity and justice. They strive to promote diversity in their hiring practices, advocate for racial equity through shareholder activism and security selection, and prioritize directing capital to BIPOC-led funds, businesses, and communities. Clean Yield has committed significant resources to the cause of racial justice, including endorsing H.R. 40, the Federal Reparations Bill. Their efforts highlight their dedication to building a more equitable and just society.