Reflection Asset Management

Overview

Reflection Asset Management is an independent RIA structured as a limited liability company and SEC-registered in 2020. The firm serves both individual & family clients and institutional investors, offering financial planning, portfolio management across individuals, small businesses, investment companies and institutions, plus educational seminars and workshops. Fee arrangements combine a percentage of assets under management with hourly charges. Investment activity centers on liquid public equities and ETFs, with a clear preference for exchange-traded exposures both for core allocation and tactical positioning. The firm identifies as an active ESG investor, indicating ESG criteria or stewardship considerations are integrated into security selection or manager screening. As an independent advisor with an individual owner, Reflection appears to run a boutique model that blends discretionary portfolio management with client advisory and planning services.

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Location & Offices