Brooklyn
Brooklyn Investment Group is a white-label managed accounts platform offering custom direct indexing and tax-efficient solutions for financial advisors and asset managers.
Services
Brooklyn Investment Group offers a white-label managed accounts platform tailored for financial advisors and asset managers. The platform provides custom direct indexing across both equities and fixed income, allowing for personalized client portfolios. Key services include daily monitoring for tax-loss harvesting and rebalancing, daily after-tax performance reporting, and client-specific benchmarks. Advisors can create target portfolios, assign model portfolios, and set custom allocations across a range of assets including stocks, bonds, ETFs, and mutual funds. Additionally, Brooklyn provides advanced features such as tax-aware transition analyses, client-specific investment restrictions, and enhanced direct indexing with 130/30 portfolios and overlays.
Products
Brooklyn Investment Group's primary product is its white-label managed accounts platform designed for financial advisors. The platform includes tools for creating personalized client portfolios, utilizing third-party building blocks, and building fully custom indices. The custom index creation tool is notable for allowing the creation of thematic satellites or tactical tilts. The advisor portal includes features for ongoing account management like scheduling cash withdrawals and selecting securities for gifting. Brooklyn has also launched the Nasdaq-Brooklyn ADR™ Index in partnership with Nasdaq and provides A.I.-powered custom direct indexing solutions through a partnership with Archer.
Sector
Brooklyn Investment Group operates within the financial advisory and asset management sector. Specifically, it provides technology-driven wealth management solutions and services to financial advisors and asset managers. The company's focus on scalable personalization and tax efficiency positions it as a specialized provider of custom direct indexing services. As an SEC-registered investment adviser, Brooklyn is compliant with regulatory standards overseeing the financial advisory sector.
Partnerships
Brooklyn Investment Group has formed significant partnerships to enhance its service offerings. Notably, Brooklyn has collaborated with Nasdaq to launch the Nasdaq-Brooklyn ADR™ Index. The company has also partnered with Archer to provide asset managers with an A.I.-powered custom direct indexing solution. These partnerships aim to leverage advanced technologies and market expertise to deliver superior investment management solutions.
Ownership and Backing
Brooklyn Investment Group is a wholly-owned subsidiary of Skopos Labs, Inc. The company is supported by a consortium of top-tier financial entities, including a wealth management firm, a global asset manager, a global investment bank, and venture capital firms. This strong financial backing underscores Brooklyn's credibility and capability in delivering innovative financial solutions.