Custom direct indexing for financial advisors

Create fully personalized separately managed accounts (SMAs) for your clients, powered by our Bespoke AI™ platform

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“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.”

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Jordan Park, a wealth management firm, is an investor in Brooklyn Artificial Intelligence Research, the parent company of Brooklyn Investment Group.

Multi-Asset Class

Deliver customized portfolios in one integrated platform

  • Personalized SMAs. Each account is fully customized based on individual client preferences and tax status. 

  • Fiduciary advice. Innovative direct indexing powered by A.I. 

Tax Loss Harvesting

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

Execution

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 Bridgewater Associates

EXPERIENCE

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. Our CEO has a decade of experience developing and deploying Artificial Intelligence and Natural Language Processing systems.

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.

TEAM BACKGROUNDS
Integrations

Leverage full integration with advisor workflows and reporting systems

SMA platform for innovative advisors

Brooklyn is an SEC Registered Investment Adviser providing wealth management solutions to financial advisors

Advisory services, including planning and portfolio management, are provided for a fee by Brooklyn Investment Group, LLC, a registered internet-only investment adviser and a wholly-owned subsidiary of Skopos Labs, Inc. For more information about Brooklyn Investment Group’s advisory services, see our Form ADV, Form CRS and other Disclosures.

Investing involves risks. The value of your investment will fluctuate over time. It could increase or you could lose some or all of your investment. Before investing, consider your financial circumstances, investment objectives, Brooklyn Investment Group’s fee, and other expenses. Brooklyn Investment Group, LLC does not provide legal or tax advice, and the information provided should not be considered legal or tax advice. Consult an attorney, tax professional, or other advisor regarding your specific legal or tax situation.

Images, graphs and tools are for illustrative purposes only. The use of trademarks and other logos that illustrate team backgrounds do not imply any endorsement or other connection.

© Brooklyn Investment Group, LLC. All rights reserved.