Isle of Palms, SC Office
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Reflection Asset Management
Supported
Firm-wide stats for Reflection Asset Management
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.
Based on Reflection Asset Management
Location
Isle of Palms SC
Advisors at this office
1
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