Updated:
Clean Yield Asset Management
Clean Yield Asset Management uses the power of investing to meet the financial goals of individuals, families, and aligned organizations and move society...
Clean Yield Asset Management
Clean Yield Asset Management uses 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. It helps individuals and families, as well as family trusts, foundations, and aligned nonprofits, meet long-term financial goals through sustainable asset management that reflects their values and priorities. The firm emphasizes a personalized, collaborative approach and considers community impact in how it operates.
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
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).
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).
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Source record modified: . Public records carry source-specific dates where available. No population-wide measured refresh cadence or universal verification deadline is established here. Page modified, source captured, fact observed, entity verified and aggregate measured describe different events. Check the date attached to the relevant claim; a missing verification date means unknown. Stored source history does not establish a customer-facing historical-analysis interface. To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: