Part of the Solution
• Sound investment advice should be available to investors of all sizes, at reasonable fees
• All investors can create positive social impact with their investments
• Business is a powerful and necessary force in creating a more just and sustainable world
• As a business, we seek to be part of the solution, and help our clients do the same
Lisa Leff Cooper, CFA, CFP®
President & Founder
Lisa’s Strengths:Activator, Strategic, Command, Achiever, Significance Read Oliver Russell's Changemakers interview with Lisa
"Good morning. Eyes up. Hearts up. Minds sharp. Compassion on full blast. (slips.coffee) Okay let's go."
- Lin-Manuel Miranda
Associate, Client Services & Investment Research
Nancy's Strengths:Input, Learner, Individualization, Achiever, Focus
“I’ve learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel.”
- Maya Angelou
Associate, Investment Research & Operations
Richard’s Strengths:Strategic, Learner, Achiever, Focus, Positivity
"If you want to fly, give up everything that weighs you down."
Ahmed Aljuboori, PhD
Associate, Investment Research
Ahmed’s Strengths:Learner, Strategic, Ideation, Context, Develop
"Generosity is giving more than you can, and pride is taking less than you need."
- Khalil Gibran
Figure 8 Investment Strategies LLC is an independent Registered Investment Advisor dedicated to providing clients with sound and sustainable investment advice.
We offer global investment management, personalized financial planning, and innovative strategies for creating social and environmental impact.