A complete list of active advisors currently associated with Figure 8 Investment Strategies LLC

Warmer can help you find a great advisor at Figure 8 Investment Strategies LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Figure 8 Investment Strategies LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.