Figure 8 Investment Strategies is a registered investment advisor founded in 2016 and based in Boise, Idaho, specializing in sustainable, responsible, and impact investing. Figure 8 offers comprehensive advising and investment management, combining ongoing portfolio management with personalized financial planning. The firm builds customized portfolios integrating environmental, social, and governance factors, along with traditional financial analysis. Services include global equity strategies, fixed income strategies focusing on community development and green bonds, and direct private placements for eligible clients. Figure 8 serves individuals, high-net-worth families, trusts, estates, and charitable organizations, utilizing avoidance screening and proxy voting to align investments with client values.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $10.0M | 0.80% |
| $1M+ | 0.50% |
Fees and minimums may be negotiable at the sole discretion of Figure 8 Investment Strategies. Stand-alone investment management where a separate advisor provides planning will not exceed 1.0% of assets.