# Reflection Asset Management Reflection Asset Management is a Bank / Wealth / Trust based in Mount Pleasant, United States. ## Overview - **Organization type:** Bank / Wealth / Trust - **Headquarters:** Mount Pleasant, United States - **Region:** North America - **Address:** Mount Pleasant, SC, United States - **Founded:** 2019 - **Assets under management:** $5.85 billion (per the firm, 2026) - **Website:** reflectionam.com - **LinkedIn:** https://www.linkedin.com/company/wmnomics ## Regulatory record - **CRD number:** 306663 - **SEC file number:** 801-119521 - **Registration status:** APPROVED - **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z - **Reports private funds:** No - **Private funds reported:** 0 - **IAPD record:** https://adviserinfo.sec.gov/firm/summary/306663 ## About 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. ## People - Jason Britton — President, CIO - Jeanette Schneider — Managing Director - Betsy Moszeter — Managing Director - Portfolio Manager - Dennis Mason — Chief Compliance Officer ## Questions ### Who runs investment decisions at Reflection Asset Management? Jason Britton serves as President and CIO, drawing on over 20 years of portfolio management and ESG product engineering at Bank of America/Merrill Lynch/U.S. Trust. He holds an MBA from Yale School of Management and a Certificate in Impact Measurement from Duke's Fuqua School. The investment process is built around his proprietary Reflective Investing framework, which has been in continuing development since before the firm's 2019 founding. ### What is the Reflective Investing framework and how does it drive portfolio construction? The framework combines traditional financial analysis with what the firm calls the S.E.E. Methodology — Stakeholder Engagement, Environmental Impact, and Ethos (corporate culture and ethics). Underlying it is a 200-factor scoring model that informs algorithmic position sizing and sector tilts, seeking active alpha while targeting beta-like risk. The model can be applied to individual securities, third-party managers, and ETFs, and feeds seven model SMAs and five SDG-aligned portfolios. ### Does Reflection Asset Management manage proprietary funds or only SMAs? Reflection offers advisor-managed portfolios through seven model separately managed accounts and five Sustainable Development Goals portfolios. The firm has not publicly disclosed any pooled investment vehicles or private funds as of mid-2026. Its structure leans toward an outsourced-CIO model serving individuals, endowments, family offices, and fund sponsors via customized SMA mandates rather than a fund-of-funds or co-mingled product line. ### How is Reflection connected to Yale University? CIO Jason Britton earned his MBA at the Yale School of Management and developed the precursor to the Reflective Investing framework during his time there. The firm's website names Yale professors Robert Shiller and Roger Ibbotson as intellectual influences, along with Yale SOM lecturer Heidi Brooks. Reflection is an independent RIA; it has no disclosed financial or governance link to Yale. ## Related profiles - [Refinery Ventures](https://altss.com/profile/refinery-ventures) - [Reflective Wealth Planning](https://altss.com/profile/reflective-wealth-planning) --- Last updated: 2026-06-03T20:00:00.000Z Canonical page: https://altss.com/profile/reflection-asset-management Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology