Figure 8 Investment Strategies
About Figure 8 Investment Strategies
Figure 8 Investment Strategies was founded in 2016 with a mission to deliver financial prosperity and intentional social impact to its clients, and to empower a new and diverse generation of investors.
As an independent fee-only Registered Investment Advisor headquartered in Boise, Figure 8 provides clients nationwide with investment management and comprehensive financial planning, delivered with a commitment to exceptional service and a personalized approach to prioritizing financial and social goals.
Figure 8 integrates analysis of environmental, social and governance (ESG) factors across its investment disciplines, seeks opportunities for social impact in every asset class, and is an active shareholder on ESG issues.
Figure 8’s clients are individuals, families, non-profit organizations, and other institutions seeking a trusted relationship, comprehensive advice, shared values, and the opportunity to create change.
B Corp Status: Certified
Other Certifications: Member of US SIF
Meet the Founder, Lisa Cooper
Lisa Cooper is Founder and CEO of Figure 8 Investment Strategies. With 25+ years of leadership at the intersection of investing and social impact, Lisa is a deep believer in the power of business to influence social change. She is also co-founder of Global Talent, a nonprofit program enabling skilled refugees and immigrants to reclaim professional careers in the US. Lisa has served on multiple local and national non-profit boards, holds an MBA from the Wharton School at the University of Pennsylvania, and is a Certified Financial Planner and Chartered Financial Analyst.
Contact Figure 8 Investment Strategies
Website: www.figure8investing.com
Email: info@figure8investing.com