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Clean Yield Asset Management
CLEAN YIELD ASSET MANAGEMENT is an SEC-registered investment adviser in NORWICH, VT, since 1986. The firm manages approximately $571 million in assets.
Clean Yield Asset Management
CLEAN YIELD ASSET MANAGEMENT is an SEC-registered investment adviser in NORWICH, VT, since 1986. The firm manages approximately $571 million in assets. It has 9 employees and 8 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Norwich
Corporate office
Concord, New Hampshire, United States
Principals
Bob Logue
President
Vicki L. Billington
Chief Compliance Officer
Sector focus
Frequently asked questions
Who runs investment decisions at Clean Yield Asset Management?
Bob Logue serves as president and oversees investment strategy. Vicki L. Billington is chief compliance officer. The investment committee makes asset-allocation and security-selection decisions (per public record).
What is Clean Yield's investment philosophy?
Clean Yield constructs portfolios that exclude fossil fuels, tobacco, and weapons while emphasizing renewable energy, sustainable agriculture, fair labor practices, and community development. The firm uses both negative and positive screening (per public record).
Does Clean Yield Asset Management only manage environmentally focused mandates?
Yes, the firm specializes in socially responsible investing with a fossil-fuel-free mandate. Clients include institutions and families seeking alignment with environmental and social values (per public record).
What asset classes does Clean Yield typically invest in?
The firm allocates to public equities, fixed income, and private credit. It also makes direct investments in community loan funds, renewable energy projects, and sustainable agriculture (public record).
Is Clean Yield a single-family office or an asset manager?
Clean Yield is a registered investment advisor (RIA) serving multiple clients. It is not structured as a family office (public record).
Where is Clean Yield Asset Management headquartered?
The firm is based in Concord, New Hampshire, United States. No additional offices are publicly documented.
How does Clean Yield source its investment opportunities?
Primary sourcing comes from public markets for equities and fixed income, plus direct relationships with community development financial institutions and renewable project developers (public record).
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