Reflection Asset Management

Curious about our three-dimensional Wealth Map? Founder and CIO Jason Britton, MBA, CSFA outlined our proprietary, patent-pending Wealth Map in a recent Asset TV video below! We know from working with high-net-worth clients that they value using their wealth to make a positive impact on the larger society, which is why the Wealth Map includes philanthropy and impact investments to give clients a uniquely comprehensive view of how their wealth is invested and lays the groundwork for expected financial return. 

Watch founder and CIO Jason Britton, MBA, CSFA’s interview with Jenna Dagenhart, CFA on Asset TV where Jason dives into the benefits and challenges of sustainable investing from the advisor’s perspective. Watch the interview, learn about the solutions, and whether you’re an investor who wants to align your portfolio with your values or an RIA struggling with how to build personalized portfolios while scaling your business, Reflection Asset Management might be able to help! 

“The ESG criteria was never designed for investment products. They were created to access a company’s risk to ESG factors.” As Founder and CIO Jason Britton, MBA, CSFA explains in a recent Forbes interview, investing money in an ESG fund is no guarantee that you actually invested in what you had in mind when you selected an ESG fund. Read this and get in touch to learn more about how our team at Reflection Asset Management is committed to aligning your investments with your values.

Reflection Aset Management founder and CIO Jason Britton, MBA, CSFA joined Jenna Dagenhart, CFA on Asset TV #MeetTheRIA last week! Jason explained that our mission is not just to build customized portfolios that align with the values of our clients, but also to educate the investment industry about SEE (Stakeholders, Environment, Ethos) and how the Reflection Analytics #Reflect software platform empowers RIAs to do the same for their clients, all while staying in compliance with the Names Rule. Learn more in the segment below: https://lnkd.in/e4baFNUe

Our founder and CIO, Jason Britton, MBA, CSFA, was a guest on Schwab Network earlier this week to discuss the ongoing boom in the solar industry. A potentially big stumbling block that Jason mentions: can the grid keep up? https://lnkd.in/exnj_txm

Last week on Bloomberg Radio, Reflection Asset Management President and CIO Jason Britton, MBA, CSFA spoke with Carol Massar and Tim Stenovec about why he still believes in the concept of "ESG" investing but is moving his message to reflect what investors should be looking at now, which Jason believes is Stakeholder, Environment and Ethos or "S.E.E." methodology. The conversation prompted some interesting discussions around names like Tesla and Nvidia and why the S.E.E. approach is a better way to ensure investors who are focused on Impact Investing overall are getting what they really want to pay for. Watch the full clip: https://lnkd.in/eqRX2UZQ

Reflection Asset Management Founder & CIO Jason Britton, MBA, CSFA published an insightful analysis on the recent #SEC Names Rule expansion in the new edition of Corporate Compliance Insights. Our mission here is helping investors align their portfolios to their values. We know firsthand that simply selecting a fund because its name includes “ESG” is not likely to achieve that alignment but believe it will when the Names Rule amendments come into full force. Read Jason’s analysis here: https://lnkd.in/dGak6BcY

We're thrilled to announce that Jason Britton, MBA, CSFA, Founder and CIO of Reflection Asset Management, has been named an Excellence Awardee in the 2024 InvestmentNews Awards in the Advisor of the Year – ESG/Responsible Investing category. Jason has been an industry leader in thematic investing for years and this award is recognition of his work helping clients align their portfolios with their values.  Congratulations to all nominees! See you at the awards gala 🏆 #INAwardsUS #investmentnews #ESG

This article is outside our area of expertise, which is creating portfolios that align with client values, but since those values often include addressing the climate crisis, here’s our two cents. #VentureCapital really isn’t that adventurous, in the sense that it isn’t focused on long term ownership of a thriving business. The VC focus is on holding an investment for less than 10 years (and preferably not longer than 5 years) and taking home an 8-10x return. That worked well when VC money was flowing into fast-growing tech startups, but building companies that make a meaningful impact on climate change is likely to require more patience. https://lnkd.in/gMNtY-RN

Many thanks to Steve Garmhausen for featuring our CEO Jason Britton, MBA, CSFA's insights on how to keep clients focused on their #investments, even in this increasingly politically charged #election year. Jason is an industry leader in helping clients to align their values with their investments. What are your clients saying to you? https://lnkd.in/eVJkkFjm