Somerset, NJ Office

Clean Yield Asset Management manages discretionary investment portfolios for individuals, trusts, foundations, and institutions, applying a fiduciary standard and a team-based investment process. The firm traces its focus on socially responsible investing to a market newsletter begun in 1985 and currently manages approximately $571 million in client assets.

Portfolios are built using integrated financial analysis together with explicit environmental and social screens; clients select equity or balanced mandates and may request additional social screens during the onboarding process. For fixed income the firm typically ladders maturities, and with client consent may include alternatives such as community investment promissory notes, high‑impact private equity opportunities, or longer‑term put options as a downside protection strategy.

Distinctive features include a detailed list of exclusionary screens (e.g., fossil fuel extraction, fracking, conventional weapons, tobacco, factory farming and certain animal testing practices) and the use of a third‑party proxy voting service to implement voting consistent with those principles. The brochure also notes that Clean Yield occasionally provides consulting services to social enterprises and distributes a quarterly newsletter—activities described as intended to broaden the socially responsible investment landscape and create additional investment opportunities for clients.