Custom direct indexing for financial advisors
Create fully personalized separately managed accounts (SMAs) for your clients
“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 novel A.I. 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.
Deliver customized portfolios in one integrated platform
Personalized SMAs. Each account is customized based on individual client preferences and tax status.
Innovative direct indexing.
Help boost after-tax returns with automated tax loss harvesting
Daily automated monitoring for opportunities to harvest losses in individual stocks
Add value in both up and down markets
Institutional grade portfolio management and trading
CIO with over a decade of investment experience at Goldman Sachs
Head of Trading with over a decade of experience at Citadel and Goldman Sachs
For financial advisors, by industry experts
Before founding Brooklyn, our leadership served hundreds of financial advisors. Our CIO led the design of the systematic investment process that helps power Goldman Sachs Private Wealth Management.
Brooklyn was built by a team of thoughtful problem solvers - including quant PhDs and engineers - who intimately understand your challenges.
Our backers include one of the top independent wealth management firms, a global investment bank, and venture capital firms.
SMA platform for innovative advisors
Brooklyn is an SEC Registered Investment Adviser providing wealth management solutions to financial advisors