Figure 8 Investment Strategies

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.

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.

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.