What is Figure 8 Investment Strategies?
Figure 8 Investment Strategies is an SEC-registered investment advisory firm that is all about using money to make meaningful change. Established in 2016 and based in Boise, Idaho with an additional office in Portland, Oregon, the firm works with clients who seek to leverage their resources in advancing social justice and protecting the environment. The firm maintains a strong commitment to sustainable, responsible, and impact investing, clearly echoing its motto: YOUR MONEY. MAKING CHANGE. This project operates in the investment advising industry with a strong B-Corp score of 144.8, demonstrating that financial prosperity and intentional impact can go hand in hand… all while upholding the highest standards of ethics.
Main Benefit and Key Facts
The distinctive benefit of Figure 8 Investment Strategies lies in its values-aligned approach that delivers both financial success and transformative social impact. Consider these key figures and facts:
- Founded in 2016 and headquartered in Boise, Idaho, with an extra office in Portland, Oregon.
- Manages hundreds of millions of dollars for clients across more than 20 states.
- Caters to clients investing between $1 million and $25 million, including individuals, families, non-profit organizations, and institutions.
- Proudly recognized as a Certified B-Corp, Employee Owned, and Woman-led firm.
- Deeply committed to sustainable investing practices like Impact Investing, Sustainable Investments, Green bonds, and more.
Values-Aligned Investment Approaches
Figure 8 Investment Strategies delivers values-aligned investment strategies designed to create financial prosperity and deliberate social and environmental impact. By focusing on Investment Management, Impact Investing, SRI, and Sustainable Investing, the firm connects the dots between a healthy bottom line and a better world. The commitment runs deep, and every decision is a chance to advance climate action and resilience through smart investment and planning strategies. It is a dedicated approach that combines serious expertise with an easygoing, relatable vibe… making it easier to understand what money can truly achieve.
Commitment to Sustainability
Sustainability is at the heart of Figure 8 Investment Strategies. The firm is 100% committed to ensuring that every investment not only builds financial growth but also supports sustainable and responsible practices. This commitment is evident in the careful selection of investments including strategies that align with UN PRI, US SIF, and ICCR, as well as green bonds, Vote proxy statements, and Vote proxies. The project highlights how the power of capital can shape and sustain a safe, just, thriving world. It is an effort that speaks to many who envision a future where economic decisions also promote the environment and social well-being.
Client Diversity and Investment Scope
The firm’s clientele is as diverse as the strategies it employs. The client base spans individuals, families, non-profit organizations, and institutions. Investors typically bring anywhere from $1 million to $25 million into the fold, placing them on a unique journey of both personal financial growth and social impact. The diversity of clients reflects a broader vision—an inclusive world of finance that provides access to all. This dynamic mix highlights how traditional wealth management and sustainable financial planning can combine to not only benefit individual portfolios but also drive community-wide enrichment and societal progress.
Project Impact on Sustainable Development Goals
- SDG 10 – Reduced Inequalities: Advancing an inclusive financial system for diverse investors.
- SDG 13 – Climate Action: Driving investments that support environmental resilience and climate planning.
- SDG 8 – Decent Work and Economic Growth: Balancing financial prosperity with responsible growth.
- SDG 9 – Industry, Innovation, and Infrastructure: Investing in sustainable and forward-thinking projects.
- SDG 16 – Peace, Justice, and Strong Institutions: Promoting a financial ecosystem grounded in fairness and accountability.
Vision for a Better Future
At its core, Figure 8 Investment Strategies champions a clear mission: tapping the power of capital to shape and sustain a safe, just, thriving world. The vision centers on providing wise financial advice and sustainable, change-making investment management to clients who share a set of progressive values. This mission is not just a corporate slogan—it is a call to action that encourages investors to see beyond mere profit margins and consider the broader impact their investments can have. By delivering financial prosperity alongside intentional social and environmental impact, the firm positions itself as not just a financial advisor, but a catalyst for positive change. In today’s challenging world, where every investment decision can either contribute to the status quo or drive innovation, Figure 8 Investment Strategies stands out by being bold, purposeful, and, yes, even a little bit unconventional… all in pursuit of a better future.
