Nuveen, the investment manager of TIAA, has launched the Nuveen Tax Advantaged Balanced portfolio, which combines investment-grade municipal bonds and equities, featuring regular monitoring for automated tax-loss harvesting and rebalancing opportunities across both asset class sleeves.
For financial advisors, by industry experts
Brooklyn Investment Group was co-founded by John Nay and Erkko Etula to empower independent financial advisors to scale in the digital era where personalization and automated tax management unlock client engagement and growth.
Former Goldman Sachs Managing Director and New York Fed Economist
Decade of investment experience at Goldman Sachs creating systematic strategies for wealth management clients
Stanford Affiliated Faculty
Formerly at the Office of Financial Research of the U.S. Department of Treasury
Former PIMCO Executive Vice President
Former Goldman Sachs Managing Director
More than two decades of experience as a sales leader, solutions architect, portfolio manager and head of strategy
Former Portfolio Manager and Yale Professor
Decade of investment experience managing billions of dollars in quantitative equity portfolios for top hedge funds and asset managers
University of Chicago Ph.D.
Former Head of Quant Strategies at a fintech firm
Former Quantitative Researcher at Credit Suisse
WashU B.S. in Computer Science
Former CTO of an investment firm
Former Senior Machine Learning Engineer at Capital One
Columbia Business School MBA
Former FinTech investment banker at Moelis & Co and Goldman Sachs
Former operations leader at several tech companies
Carnegie Mellon B.S. in Computer Science
Former Citadel Execution Services Lead Developer and Goldman Sachs quant
Two decades of experience executing and developing quantitative strategies
Vanderbilt University M.S.
Former Research Operations for National Science Foundation funded project
WashU J.D. and M.S. in Computer Science
Former Natural Language Processing Researcher and Lecturer at the Center for Empirical Research in the Law at WashU
Our growing team of quant investors and software engineers comes from top financial institutions and universities.
Brooklyn Investment Group is an SEC Registered Investment Adviser that leverages the technology of its parent company, Brooklyn Artificial Intelligence Research. This technology is combined with institutional-grade portfolio optimization and automated tax-loss harvesting to power personalized portfolios for clients.
Over the past five years, Brooklyn Artificial Intelligence Research has developed a powerful A.I. engine for customizing investment portfolios and more than $5 billion has been traded on portfolios created by its A.I. to date.
Brooklyn Investment Group Launches Innovative American Depositary Receipts (ADR) Index in Partnership with Nasdaq
Brooklyn Investment Group, LLC in partnership with Nasdaq (Nasdaq: NDAQ), today announced the launch of the Nasdaq-Brooklyn ADR™ Index, designed specifically for direct indexing and tax-loss harvesting strategies implemented in separately managed accounts (SMAs) to address their greater liquidity requirements.
Archer and Brooklyn Investment Group Partner to Provide Asset Managers A.I.-Powered Custom Direct Indexing Solution
Strategic partnership enhances Archer’s ability to support asset managers’ ongoing efforts to meet demand for direct indexing and tax-optimized investment offerings