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Brooklyn Investment Group*


About Brooklyn Investment Group*

Brooklyn Investment Group was founded to help empower independent financial professionals in a digital era where personalization and automated tax management can unlock client engagement and growth.

As a privately held firm, Brooklyn has developed innovative technology to combine powerful, institutional-grade portfolio optimization and automated tax-loss harvesting to deliver personalized direct indexing portfolios at scale.

The Nuveen and Brooklyn collaboration

The Nuveen and Brooklyn collaboration combines vision and experience with modern and flexible technology to offer integrated solutions for clients based on their investment preferences. Working together, the two firms offer highly-personalized direct indexing solutions that incorporate equity and fixed income into a common platform to create a single client solution. This collaboration allows financial advisors to choose between equity and balanced customized direct indexing capabilities.

Shahz Khatri
Shahz Khatri
Head of Trading, Brooklyn Investment Group
Antti Petajisto, Ph.D.
Antti Petajisto, Ph.D.
Head of Equities, Brooklyn Investment Group
David Wood
David Wood, Ph.D.
Head of Quant Research, Brooklyn Investment Group

* Nuveen Asset Management, LLC (Nuveen) has retained Brooklyn Investment Group, LLC (Brooklyn) as the investment sub-adviser to the strategies. Nuveen Asset Management, LLC is not affiliated with Brooklyn Investment Group, LLC. Nuveen's parent TIAA has a non-controlling, non-equity investment in Brooklyn.

Key  Personal. The success of Brooklyn's operation is highly dependent on the work of certain key personnel.

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