Reflection Asset Management

🌟 Our sister company Reflection Analytics is gearing up for WealthManagement.com upcoming #Wealthies award ceremony in NYC on Sept. 5!  Reflection Analytics is a finalist in the Technology category for our proprietary Reflect platform which empowers advisors to comply with the SEC’s updated Names Rule and match investors with investments that align with their values. Good luck to all the finalists! #wealthies #WealthManagement #wealthmanagementindustryawards

#AI is fueling market momentum, and the rewards for smart stock pickers have rarely been bigger, writes founder and CIO Jason Britton, MBA, CSFA in his WealthManagement.com Mid-Year Outlook article. Here at Reflection Asset Management, we use the Reflect software platform to apply our analytical methodology — S.E.E. (#Stakeholders, #Environment, and #Ethos) — to build customized portfolios that align with the values of our individual clients. Learn more in the article below: https://lnkd.in/eFKqSkBf

Founder and CIO Jason Britton, MBA, CSFA is a voice of calm in this ThinkAdvisor article by John Manganaro on the recent market unease. Read what Jason and other financial advisors have to say about this week's recent market activity: https://lnkd.in/ewRS2Ztm

Wondering how the solar industry is performing? Jason Britton, MBA, CSFA recently discussed the solar industry with Nicole Petallides on Schwab Network's The Watch List! Solar faces many headwinds, not least a glut of panels made in China, plus the recent higher interest rates and more local changes in net metering regulations, but it remains the least expensive and fastest growing source of new electricity generation. Learn more about the potential investment opportunities in the clip below: https://lnkd.in/eFNYAgZz

Our founder and CIO Jason Britton, MBA, CSFA makes an important point in Chapter 3 of this recent Citywire report: egregious greenwashing hides in plain sight because regulations have allowed it. The amendments to SEC Rule 35d-1 will now force funds with ESG and ESG terms in their name to explain what the fund invests in and how it aligns with the fund name.     Here at Reflection Asset Management, we use the SEE (Stakeholders, Environment, Ethos) methodology to allow our clients to align their investments with their values. SEE accomplishes what ESG is supposed to do, but often doesn’t. Read the article below to learn more! (Our thoughts are in Chapter 3 📚) https://lnkd.in/gGE9vXMP

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