SEC Registered Investment Adviser

Investing that reflects what you value.

Thematic portfolios built on a 200-factor, audited process. Managing risk, delivering returns.

Talk to an advisor See the methodology
Values-aligned portfolioIllustrative
Hypothetical portfolioBenchmark

Hypothetical example for illustrative purposes only. Not actual client results.

  • SECRegistered Investment Adviser
  • $5.85BAssets under advisement1
  • 2025Best Independent Advisor Award2
  • AuditedMulti-year track record3

Our investment philosophy

Beyond financial performance, we measure and report how closely each investment aligns with the asset owner's goals, so you can see whether a portfolio can deliver on traditional financial goals and on your values.

Who we serve

Customized strategies for capital with a purpose.

A boutique firm specializing in thematic investing, with over 100 years of combined senior experience in financial services.

  • High-Net-Worth Individuals

    Portfolios and reporting that map your values and preferences to your holdings.

  • Endowed Institutions

    Multi-asset, institutional-quality portfolios built with our proprietary process.

  • Family Offices

    Customized direct indexing: a portfolio of 50–1,000 securities around your benchmark.

  • Fund Sponsors

    White-label products and sub-advisory: ETFs, mutual funds, CITs, UCITS and SMAs.

Reflective Investing

The S.E.E. Methodology

Combining Stakeholder, Environmental, and Ethics considerations to uncover value and create alignment.

Diagram: Stakeholder, Environmental and Ethos lenses overlap on top of traditional financial metrics to form a values-aligned portfolio. VALUESALIGNED SSTAKEHOLDER EENVIRONMENTAL EETHOS + TRADITIONAL FINANCIAL METRICS
Collage: hands holding a seedling in front of a team working in a timber studio

Stakeholder Engagement

Often times referred to as Governance, how is the company managed with regards to shareholder rights, executive compensation practices, independence of the board and a check on CEO power?

Collage: wind turbines and solar panels on a green coastline

Enviromental Impact

How do the company's sustainability practices mitigate risk and drive value? Does the company act on sourcing materials, product packaging, supply chain miles and energy consumption thoughtfully?

Collage: a stone arch opening onto a path, a garden and a lake

Ethos

What type of culture is present in the company? Are they good stewards of human capital? Do they value their employees and customers? Does the company conduct itself with ethics and value human rights?

Why shared value?

Theory of shared value

Corporations and society are not enemies. Where their needs intersect is the sweet spot of Reflective Investing.

Corporations need

  • Vibrant communities that create demand
  • A supportive business environment
  • Public infrastructure and the rule of law

Society needs

  • Healthy, competitive companies
  • Living-wage jobs and local purchasing
  • A tax base that supports its citizens
Collage: a footbridge connecting two communities

Companies that strengthen their own competitiveness while advancing their communities don't just meet ethical criteria. We believe they stand best poised to prosper as investments.

Next Gen Investing

Investment Approach

A values lens that drives security selection and portfolio construction, without the performance trade-off of simple negative screening.

200factor scoring modelDesigned to identify social and financial alpha
500+competitor fundsin our Lipper peer group3
1000securities, at mostin a customized direct-indexed portfolio (from 50)
20+years in useat three preceding Fortune 100 financial institutions
  1. 01

    Proprietary Scoring

    200 factor model with audited track record designed to identify social AND financial alpha.

  2. 02

    Customized Reporting

    Your values and preferences mapped to your holdings - Is my portfolio a reflection of my values?

  3. 03

    Benchmark

    Customized benchmarks created to evaluate the performance of your unique portfolio

  4. 04

    Portfolio Construction

    Algorithmic position sizing and sector tilts allows for ACTIVE alpha seeking, with BETA-like risk profile.

  5. 05

    Data

    Independent, third-party, verified data. We don't buy other firm's ratings.

  6. 06

    Results

    Audited multi-year track record of top decile performance against our Lipper Peer Group (over 500 competitor funds).

What we do

Capabilities

From proprietary models to white-label vehicles, one methodology across every mandate.

  1. 01 / 06

    Proprietary Models

    US, Global ex-US, and International Developed Equity strategies, and Corporate Bond and Cash Management strategies deploying proprietary methodology for fund and security selection against a wide array of Thematic criteria.

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  2. 02 / 06

    Multi-Asset Class Diversified Portfolios

    Leveraging the Firm's proprietary process, multi-asset class institutional- quality portfolios are assembled utilizing separately managed and third-party managed offerings.

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  3. 03 / 06

    Customized Direct Indexing

    Clients identify a benchmark or portfolio composite and leveraging our proprietary methodology and portfolio construction software, a customized portfolio of between 50-1000 securities is created.

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  4. 04 / 06

    Asset Consulting

    Review and render reports and opinions on third-party firms, portfolios, or managers.

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  5. 05 / 06

    White-Label Investment Products & Sub-Advisory Services

    On behalf of sponsors, establish and operationalize co-mingled investment vehicles including ETFs, Mutual Funds, Collective Investment Trusts, UCITS, SMAs, and private investment vehicles.

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  6. 06 / 06

    Faith Based Programs

    A proprietary risk-based series of investment models ranging from conservative to unconstrained growth, comprised of individually selected securities to reflect asset owner's personal values.

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Newsroom

Insights and recognition

All insights

Our origin

A proprietary process developed at Yale University and honed at three Top 100 global financial institutions.

100+years of combined experienceacross our senior executives
7model SMAsbuilt on the S.E.E. framework
5Sustainable Development Goals portfolioson the same framework
Meet the team
Collage: paths and a footbridge across a green landscape

Get in touch

Start a conversation.

Tell us about your goals and your values. We'll show you how they can be reflected in a portfolio.

All Inquiriesjbritton@reflectionam.com
Address

7 Seagrass Lane, Isle of Palms, SC 29451

Collage: people walking through a stone gateway into a green campus

Notes

  1. Assets under advisement as reported by Reflection Asset Management, as of [TBD: as-of date]. Assets under advisement may include assets for which the firm does not have discretionary authority.
  2. InvestmentNews, 2025 Best Independent Advisors (5-Star Independent Advisor). [TBD: award criteria and whether any fee was paid, per SEC Marketing Rule].
  3. Audited multi-year track record compared with the Lipper peer group (over 500 competitor funds). [TBD: auditor, period, composite and net/gross basis]. Past performance does not guarantee future results.
  4. Charts and schematics on this page are hypothetical, for illustrative purposes only, and do not represent actual client or composite results.