Brooklyn Investment Group

Overview

Brooklyn Investment Group is a private investment firm that specializes in providing personalized portfolio management solutions for financial advisors. The firm leverages advanced technology, including artificial intelligence and machine learning, to offer customized direct indexing services across equities, fixed income, and digital assets. Their platform enables financial advisors to create tailored investment strategies that align with individual client preferences and tax considerations. The firm's investment approach focuses on scalability and tax efficiency, allowing advisors to manage diverse portfolios with ease. Brooklyn Investment Group's services include automated tax-loss harvesting, rebalancing, and after-tax performance reporting, all accessible through an intuitive advisor portal. This technology-driven approach aims to enhance client engagement and support the growth of independent financial advisory practices. In June 2025, Brooklyn Investment Group was acquired by Nuveen Investments, a global asset manager with approximately $1.3 trillion in assets under management. This acquisition underscores the growing importance of personalized and tax-efficient investment solutions in the asset management industry. The integration with Nuveen is expected to expand the reach and capabilities of Brooklyn Investment Group's platform, further enhancing its offerings to financial advisors and their clients.

Investment Focus

• Financial advisors seeking personalized portfolio management solutions
• Asset managers interested in integrating direct indexing capabilities