Reflection Asset Management

Reflection Asset Management

Reflection Asset Management opened in 2019 after Jason Britton, previously a managing director and head portfolio manager for ESG strategies at Bank of America/Merrill Lynch/U.S. Trust, codified two decades of his proprietary work into a standalone RIA. The firm operates from Mount Pleasant, South Carolina, with a mailing address on Isle of Palms, and serves high-net-worth individuals, endowed institutions, family offices, and fund sponsors. The firm's investment process rests on its Reflective Investing framework, a proprietary scoring system that evaluates securities across 200 factors combining traditional financial metrics with stakeholder engagement, environmental impact, and corporate ethos — what Britton labels the S.E.E. Methodology. The system can be applied to asset allocation, manager selection, or ETF due diligence, and feeds seven model separately managed accounts as well as five Sustainable Development Goals portfolios. Britton's approach, refined at predecessor institutions, aims to produce active alpha with beta-like risk profiles; the firm reports a multi-year audited track record in the top decile of its Lipper peer group of over 500 competitor funds. Reflection reports $5.85 billion in assets under advisement and points to a senior leadership team with over 100 years of combined financial-services experience. Managing Director Jeanette Schneider brings a Wharton Executive Certificate in Investment Management and two decades of UHNW advisory work, while portfolio manager Betsy Moszeter joined from Green Alpha Investments, where she had been a lead PM. In May 2026 the firm's website spotlighted Britton's long-standing academic ties to Yale School of Management, naming professors Robert Shiller and Roger Ibbotson among its intellectual influences. The firm maintains a single South Carolina location and, as of mid-2026, has not publicly disclosed outside capital commitments or co-investment vehicles beyond its SMA and model-portfolio line. Reflection occupies an unusual niche: an RIA that positions ESG as the core driver of security selection and portfolio construction, not a screen, and that publicly anchors its intellectual lineage to specific Yale faculty rather than to a parent institution or family. The firm functions as a boutique multi-client asset manager, not a family office, yet its client mix — family offices, endowments, fund sponsors — and its algorithmic portfolio-construction engine give it the posture of an outsourced CIO with a single thematic mandate.