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Figure 8 Investment Strategies
Figure 8 Investment Strategies is a Boise-based, fee-only RIA 100% dedicated to sustainable and impact investing for values-aligned clients across the U.S.
Figure 8 Investment Strategies
Figure 8 Investment Strategies is an independent registered investment advisor headquartered in Boise, Idaho, with additional locations in Austin and Denver. The firm has constructed its entire offering around sustainable, responsible, and impact investing, explicitly positioning itself as a partner for clients seeking to align their capital with progressive values. Its 2025 Social Impact Report, titled "Sustaining What We Hold Dear," serves as a public accountability mechanism, detailing how client assets are directed toward environmental and social goals. The firm's strategy centers on a thematic, values-first asset allocation rather than a traditional risk-first model. Its website confirms allocation to sectors addressing climate mitigation, resource regeneration, and social equity. The advisory process begins with defining a client’s “enough” — the financial threshold for personal security — after which surplus capital is systematically channeled into impact-oriented public equities, fixed-income instruments, and private funds that meet the firm's environmental, social, and governance criteria. Figure 8 operates a fully fee-only model, eliminating commission-based conflicts, and delivers both investment management and holistic financial planning across the United States. Figure 8 maintains a deliberately lean public profile, disclosing no assets under management or headcount. The firm is anchored by its Boise headquarters at 1410 W. Washington St., with its "Sustaining What We Hold Dear" report representing its primary vehicle for operational transparency. That report acts as the firm’s central narrative device, translating portfolio activity into a documented social and environmental footprint. The firm’s structure as a pure-play impact advisor with a published social impact report sets it apart from conventional RIAs that offer ESG as one sleeve among many. Its public pledge to help clients use wealth to “make a meaningful impact” is operationalized through a transparent reporting framework, creating a distinct accountability loop between client capital and stated mission that most generalist advisory practices do not replicate.
General information
Firm type
Asset Manager
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Boise
Corporate office
1410 W. Washington St. Boise, ID 83702, United States
Additional offices
Austin, TX · Denver, CO
Sector focus
Frequently asked questions
How does Figure 8 Investment Strategies define 'impact investing' for its clients?
Figure 8 defines impact investing as the intentional allocation of capital to generate positive, measurable social and environmental outcomes alongside financial returns. The firm operationalizes this by first working with clients to determine their personal ‘enough’ — the financial baseline for security — and then directing remaining assets into investments that align with a safe, just, and thriving world. Its annual Social Impact Report provides a public accounting of the specific outcomes generated by client portfolios.
What is the significance of Figure 8’s fee-only structure?
As a fee-only advisory firm, Figure 8 is compensated exclusively by client fees, not by commissions on financial products. This structure removes the conflict of interest inherent in commission-based models where an advisor might be incentivized to recommend a product that pays a higher commission. For a firm dedicated to impact investing, this ensures that portfolio construction is driven purely by the client’s values and financial goals, not by third-party remuneration.
How does Figure 8 report the social and environmental impact of its investment strategies?
The firm publishes a Social Impact Report, with the 2025 edition titled "Sustaining What We Hold Dear." This report acts as a public-facing accountability tool, aggregating and disclosing the non-financial outcomes of its investment decisions. It details how client capital has been specifically deployed toward areas like climate solutions and social equity, providing transparency beyond standard portfolio performance metrics.
What types of clients does Figure 8 Investment Strategies typically serve?
Figure 8 serves values-aligned clients nationwide who are seeking a progressive partner to manage their wealth. The firm explicitly appeals to individuals and families who want to move beyond general wealth accumulation and use their capital to make a meaningful impact in the world. Its services combine investment management with holistic financial planning, and it operates from offices in Boise, Austin, and Denver.
Does Figure 8 manage assets in pooled funds or only through individual separately managed accounts?
The firm's public materials emphasize personalized financial planning and investment management services, which suggests a focus on separately managed accounts tailored to individual client values and financial plans. The firm does not publicly disclose managing any pooled investment vehicles. Its process of defining a client’s 'enough' before allocating to impact investments is inherently an individual, advisory-led workflow rather than a commingled fund mandate.
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