CLEAN YIELD ASSET MANAGEMENT
Norwich, Vermont
Clean Yield Asset Management is a small investment advisory firm based out of Norwich, VT, with two offices. With a team of eight employees, four of whom provide investment advisory services, Clean Yield Asset Management caters to a diverse clientele. Their expertise lies in managing assets for high net worth individuals, and they currently serve over 110 individual clients. The firm boasts an impressive total of $477,811,000 in assets under management, averaging approximately $119,450,000 per investment advisor. Clean Yield Asset Management follows a discretionary investment approach, where they have full authority to make inves...
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Assets Under Mgmt

$477.81M

Investment Professionals

4

Locations

1

% 401K & Individual

13%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Other
Services Provided Section
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Educational seminars/workshops
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