Clean Yield Group
Clean Yield Asset Management is an independent, Vermont-based registered investment adviser founded in 1983 and renamed in 1986. It is headquartered in Norwich, VT, and employs a team specializing in ESG, impact, and sustainable investing for individual and family clients. The firm is a certified B Corp and Vermont Benefit Corporation, committed to aligning client portfolios with social justice and environmental stewardship goals. Clean Yield advocates for shareholder rights and focuses on conventional energy-free investing. As of 2022, the firm manages assets for over 200 clients with a client-focused, collaborative approach that emphasizes values-driven investing.
Investment Strategy
Clean Yield's investment strategy centers on building personalized, fossil fuel-free portfolios for individuals and families, emphasizing companies with strong ESG (environmental, social, and governance) records. The firm actively divests from oil, gas, coal, and nuclear energy-related businesses, using shareholder advocacy to encourage positive corporate change. Clean Yield integrates impact investing into its approach, targeting regenerative agriculture, clean energy, social justice, racial equity, sustainable forestry, and local community development. Investments are made on a non-discretionary basis, ensuring each aligns with a client's financial goals, risk tolerance, and personal values. The firm views impact investments as vehicles for both financial and measurable social/environmental returns.
Top Holdings
Equity Positions (411)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC COM | 7.42% | $26.2M | 103,090 | $77.87 | $254.63 | +$5.2M |
N NVDA | NVIDIA CORPORATION COM | 4.77% | $16.9M | 90,460 | $97.12 | $186.58 | +$2.4M |
A AVGO | BROADCOM INC COM | 3.94% | $13.9M | 42,200 | $172.89 | $329.91 | +$1.9M |
A AWK | AMERICAN WTR WKS CO INC NEW COM | 2.44% | $8.6M | 61,934 | $110.81 | $139.19 | -$198.7K |
A ASML | ASML HOLDING N V N Y REGISTRY SHS | 2.37% | $8.4M | 8,676 | $682.58 | $968.09 | +$1.4M |