Custom direct indexing across equities and fixed income for
Financial Advisors
Brooklyn Investment Group is a white-label managed accounts platform for financial advisors and asset managers serving the advisor community.
“Jordan Park is excited to work with Brooklyn to deploy a digital wealth management platform to empower independent financial advisors. Given their investment experience and technology, the team at Brooklyn is uniquely suited to deliver scalable personalization and tax-efficiency.”
Jordan Park, a wealth management firm, is an investor in Brooklyn Artificial Intelligence Research, the parent company of Brooklyn Investment Group, and therefore has an interest in our financial success.
Scalable personalization and tax-efficiency designed for advisors
Customize
Personalize each client portfolio using either third-party building blocks (e.g., indices, models, manager-traded strategies, ETFs or mutual funds) or fully custom indices built bottom-up on the Brooklyn advisor portal.
Manage
Brooklyn automatically monitors each portfolio every business day for tax-loss harvesting and rebalancing opportunities, handling transition analyses, account lifecycle events, concentrated position selldown programs, and other common client situations.
Report, after taxes
Daily after-tax performance reporting for each client portfolio and client-specific benchmark(s) with helpful analytics are available on-demand on the advisor portal, empowering advisors to demonstrate the value-add of their advice.
Brooklyn advisor portal
in action
Key differentiators
| Market Alternatives |  | |
|---|---|---|
Whole portfolio, personalized and tax-managed – equities, fixed income, ETFs, and mutual funds in a single custodian account with multiple sleeves | ||
Intuitive advisor portal to customize and | ||
Daily monitoring for tax-loss harvesting, | ||
Unlock the tax-alpha potential of active strategies, | ||
Automated concentrated position management | ||
After-tax performance dashboard with daily reporting | ||
Multi-asset transition analyses for prospects and clients | ||
A.I.-powered custom index creation | ||
Enhanced direct indexing | ||
Algorithmic trading | ||
Risks associated with custom indexing in separately managed accounts (SMAs) include: (1) SMAs utilizing custom direct indexing strategies may underperform other investment strategies and run the risk of loss; (2) tax-loss harvesting may result in tax deferral, but not tax elimination, and may also result in increased tracking error to the underlying benchmark; (3) as with other technology-driven processes, algorithmic trading contains the possibility of error.
For Financial Advisors by industry experts
We founded Brooklyn to help financial advisors create engaging client experiences and scale growth.
Over the past two decades, our leadership has served hundreds of financial advisors, giving us an intimate understanding of advisor needs.
Our team of thoughtful problem solvers includes experienced investment professionals, quant PhDs, and software engineers.
Brooklyn is backed by a top wealth management firm, global asset manager, global investment bank, and venture capital firms.
Trademarks and other logos that illustrate team backgrounds do not imply any endorsement or other connection.
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Brooklyn is an SEC-registered investment adviser providing wealth management solutions to financial advisors.