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Reflection Asset Management

Updated today

Client assets under management

$113,900,000

Clients

70

0% high-net worth

Advisors

2

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

35

Low

Average account size

$1,627,143

About

The firm provides discretionary portfolio management and consulting primarily for individual investors and is also the investment adviser to two registered investment companies, including a large-cap ETF and a climate-focused fund. It offers separately managed accounts and delivers model portfolios through Interactive Brokers alongside consulting engagements.

Investment decisions are driven by a proprietary quantitative impact scoring framework that reviews roughly 400 data points and is applied to thematic U.S. and global equity strategies (including gender equality, faith-focused, social justice, fossil‑fuel free green strategies, Equi+Climate, and sustainable dividend approaches). Portfolios are constructed using an optimizer and managed with rule‑based rebalancing and sell-discipline, with ongoing review of holdings and periodic client reports that include performance statistics and manager commentary.

Distinctive features include its status as a small, employee-owned emerging manager overseeing substantial AUM for a two-advisor firm and its role as adviser to registered investment companies, with the firm waiving its separate account management fee for assets invested in those funds. The combination of institutional-style quantitative ESG modeling, thematic fossil‑fuel‑free strategies, public fund advisement, and delivery of model portfolios sets it apart from many peers in the supported‑firm category.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

ESG / Sustainable investing

Fee options

Percentage

$0+: 0.45% to 1.35% annually $0+: 40-45 bps annually for model portfolios

Project-based

Agreed upon hourly rate for investment consulting services

Most active in

California · Colorado · Nevada · South Carolina

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Jason B

Series 65, Series 66

Isle Of Palms, SC

Reflection Asset Management

Jason Britton is a financial advisor at Reflection Asset Management with seven years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Sciens Sustainable/Work Capital for three years. Outside of his advisory role, he is the CEO of Reflection Analytics, a technology-focused software as a service company. Reflection Asset Management provides discretionary portfolio management and consulting primarily to individual investors and serves as investment adviser to two registered investment companies. The firm’s investment approach emphasizes ESG and thematic U.S. equity strategies using a proprietary quantitative framework that analyzes social and environmental data points for portfolio construction.

ESG / Sustainable investing
user avatar

Betsy M

Series 65

Superior, CO

Reflection Asset Management

Betsy Moszeter is a financial advisor at Reflection Asset Management with two years of industry experience. She holds the Series 65 designation and previously worked at Green Alpha Advisors LLC for ten years, followed by a brief tenure at Newday Funds, Inc. Reflection Asset Management provides discretionary portfolio management and consulting primarily to individual investors and serves as the adviser to two registered investment companies, including the Democratic Large Cap Core ETF and the Sphere 500 Climate Fund. The firm’s investment approach focuses on ESG and thematic U.S. equity strategies using a proprietary quantitative framework that evaluates social and environmental data across multiple pillars to construct optimized portfolios.

ESG / Sustainable investing
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