Figure 8 Investment Strategies LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$217,419,997
Clients
163
Advisors
4
of 7 employees
About
Figure 8 Investment Strategies LLC is an SEC-registered advisory firm managing about $233 million on a discretionary basis for individuals, high-net-worth clients, trusts, estates, charitable organizations and businesses. Its core offering is comprehensive advising that combines ongoing investment management with personalized financial planning, and it also provides standalone investment management or planning on a selective basis.
The firm specializes in sustainable, responsible and impact investing, integrating sustainability and social‑impact analysis into its equity, balanced and and fixed‑income strategies and applying avoidance screens, engagement and targeted impact allocations. Portfolios may include individual stocks and bonds, mutual funds, ETFs, REITs and, with client direction and consent, private placements (for example promissory notes or investments placed with CDFIs) to pursue both financial and impact objectives.
Distinctive aspects of Figure 8 include its Certified B Corporation status and employee ownership, its regular use of third‑party sustainability data providers (e.g., Bloomberg, Refinitiv, ISS, Ethos, As You Sow) and retention of an independent proxy‑voting service to implement its SRI voting guidelines. The firm also offers educational seminars and workshops for emerging and experienced investors on topics such as investing for impact and planning for a changing climate, and provides periodic client reports that may include holdings, allocation and performance information.
Client services
Expertise
Fee options
Financial planning and consulting fees typically range from $500 to $20,000; Educational seminars and workshops typically range from $100 to $2,000.
$0 - $1,000,000: 1.25% annually $1,000,001 - $10,000,000: 0.80% annually $10,000,001+: 0.50% annually
Account minimum: $1,000,000 Minimum fee: Minimum annual fee of $12,500 for Comprehensive Advising & Investment Management; $10,000 minimum annual fee for Stand-Alone Investment Management Fee-only: Fees are solely paid by clients; no commissions or other third-party compensation received.
Main office
1410 W Washington St
Boise ID 83702
Advisors at this office
4
Most active in
California · Idaho · Montana · New York · Oregon · Pennsylvania · Texas · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Matthew H
CFA®, Series 63
Boise, ID
Figure 8 Investment Strategies LLC
Matthew Hollands is a CFA® charterholder with three years of industry experience. He is currently with Figure 8 Investment Strategies LLC, where he has worked since 2024. Prior to that, he was employed at Wells Fargo Investment Institute and Wells Fargo Bank from 2013 to 2024. Figure 8 Investment Strategies serves individual and high-net-worth clients, trusts, estates, charitable organizations, and businesses with discretionary investment management and financial planning services. The firm specializes in sustainable, responsible, and impact investing, incorporating social-impact factors into portfolio management across equity and fixed-income strategies.
Lisa C
CFP®, CFA®, Series 63, Series 65
Boise, ID
Figure 8 Investment Strategies LLC
Lisa Cooper is a CFP® and CFA® with 14 years of industry experience. She has worked at Figure 8 Investment Strategies LLC since 2016 and was previously with Mofi from 2019 to 2024. Lisa is based in Boise, ID, and holds Series 63 and Series 65 licenses. Figure 8 Investment Strategies LLC serves individual and high-net-worth clients, trusts, estates, charitable organizations, and businesses with discretionary investment management and financial planning services. The firm focuses on sustainable, responsible, and impact investing, integrating social-impact factors into portfolio construction and management.
Marisa S
Series 65
Boise, ID
Figure 8 Investment Strategies LLC
Marisa Shalz is a financial advisor at Figure 8 Investment Strategies LLC with a Series 65 designation and one year of industry experience. She has held various roles across multiple sectors, including hospitality and education, prior to joining Figure 8. Figure 8 Investment Strategies serves individual and high-net-worth clients, trusts, estates, charitable organizations, and businesses with discretionary investment management and financial planning. The firm’s approach emphasizes sustainable and impact investing, incorporating social and environmental factors into portfolio construction and ongoing management.
Travis S
CFA®, Series 65
Boise, ID
Figure 8 Investment Strategies LLC
Travis Stright is a CFA® charterholder and holds a Series 65 license with four years of industry experience. He has worked at Figure 8 Investment Strategies LLC since 2021 and previously spent eight years at U.S. Bancorp. Outside of his advisory role, he serves on finance and audit committees for nonprofit organizations including the ACLU of Idaho, Idaho Law Foundation, and Boise Public Schools Foundation. Figure 8 Investment Strategies LLC serves individual and high-net-worth clients, trusts, estates, charitable organizations, and businesses with discretionary investment management and financial planning services. The firm emphasizes sustainable, responsible, and impact investing, integrating social and environmental factors into portfolio construction and monitoring.
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