Reflection Asset Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$113,900,000
Clients
70
Advisors
2
across 2 offices
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
Expertise
Fee options
$0+: 0.45% to 1.35% annually $0+: 40-45 bps annually for model portfolios
Agreed upon hourly rate for investment consulting services
Main office
See officeIsle of Palms SC
Advisors at this office
1
Most active in
California · Colorado · Nevada · South Carolina
Also doing business as
Harbor Ridge Investments · Reflection Asset Management · Reflection Asset Management, LLC · Wmnomics · Woelf Royce Private Wealth Management, LLC
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Jason B
Series 65, Series 66
Isle of Palms, SC
Reflection Asset Management
Jason Britton is a financial advisor at Reflection Asset Management with eight years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Sciens Sustainable/Work Capital, Barclays Capital Inc., and Lehman Brothers Inc. Outside of advising, he serves as CEO of Reflection Analytics, a software-as-a-service company in the technology sector. Reflection Asset Management provides discretionary portfolio management and consulting primarily for individual investors and acts as investment adviser to two registered investment companies, including a large-cap ETF and a climate-focused fund. The firm employs a proprietary quantitative impact scoring system for thematic U.S. and global equity strategies and offers separately managed accounts and model portfolios through Interactive Brokers.
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.
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