WE ARE INVESTORS.
WE ARE PLANNERS.
WE ARE CHANGEMAKERS.
About Figure 8
We are an SEC-registered investment advisory firm founded in 2016 and based in Boise, Idaho, with an additional office in Portland, Oregon. We manage hundreds of millions of dollars for clients across 20+ states. Our clients come from a range of backgrounds and typically invest anywhere from $1 million to $25 million with us. They are individuals, families, non-profit organizations, and institutions. Figure 8 is proudly:
A Certified B-Corp
Employee Owned
Woman-led
100% committed to sustainable, responsible, and impact investing
Our Mission
Tapping the power of capital to shape and sustain a safe, just, thriving world.
Our Vision
Providing wise financial advice and sustainable, change-making investment management to clients who are diverse in many ways but have shared values in common, through these actions:
Delivering financial prosperity alongside intentional social & environmental impact
Advancing climate action and resilience through investment and planning strategies
Helping to build an inclusive world of finance that provides access to all
Being a model of joy and resilience in this challenge world
Meet the Team
Lisa Cooper, CFA®, CFP®
Founder & CEO
Matt Hollands, CFA®
Senior Research Analyst
Krystal Lee, MBA, CFP®
Planning & Impact Advisor
Travis Stright, CFA®
Director of Finance & Impact
Steffani Jordan
Client Service Associate
Our Support Staff
Grant Ballew
Investment Intern
Ahmed Aljuboori, Ph.D.
Research Analyst
Sherwin Cooper
Director of Joy
Dolce Lee
Chief Pawsitivity Officer
