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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Momentum bridgeQuantum
- Established Date
- 11-13-1986
- Office Locations
- 5
Office Locations
About Clean Yield Asset Management
Clean Yield Asset Management is a Norwich, VT–based advisor and asset manager helping individuals and families pursue long-term goals through values-aligned, sustainable portfolio management. The team combines rigorous investment discipline with a collaborative, personalized process to reflect clients’ priorities while aiming for a more just and sustainable economy. The firm also publishes regular market outlooks and client education content.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ERIC MICHAEL BECKER
Partner, Secretary
- CRD
- #2641732
- Ownership
- 25% but less than 50%
ELIZABETH DOYLE GLENSHAW
Partner, President, TREASURER
- CRD
- #2661380
- Ownership
- 25% but less than 50%
Capital vector
Wave timber beacon
- CRD
- #40825
- Ownership
- 7.0%
Showing 2 of 3 owners & executives
Unlock allContacts
KOFI TWENEBOA KODUA
--
- CRD
- #4813090
ELIZABETH ROBERTSON LEVY BOULDIN
--
- CRD
- #5260761
Focus vital
Unison ridge
- CRD
- #64746
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $571,222,836 | $856,406 |
| Non-Discretionary | $0 | -- |
| Total | $571,222,836 | $856,406 |
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Separately Managed Accounts
Total SMA Asset: $571,222,836
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $886,589,580 | 25.8% |
| Cash | $769,752,193 | 22.4% |
| Corporate - Non-Investment Grade | $374,566,915 | 10.9% |
| U.S. Government/Agency | $429,549,215 | 12.5% |
| Other | $474,222,333 | 13.8% |
| Public Funds | $281,784,285 | 8.2% |
| Municipal Bonds | $219,929,198 | 6.4% |
| Total | $3,436,393,719 | 100.0% |