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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.
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Nuveen Asset Management, LLC (“Nuveen”) and Brooklyn Investment Group, LLC (“Brooklyn”) have entered into subadvisory arrangements for certain retail separately managed account strategies. Under Subadvisory arrangements, Brooklyn may provide overlay and equity discretionary portfolio management services and Nuveen may provide fixed income portfolio management services. Certain strategies may be offered on a parallel basis such that the same offering is accessible through either Nuveen or Brooklyn. While such parallel strategy offerings are substantially similar from an investment standpoint, there are operational, servicing and other differences depending on which firm they accessed through and each firm has its own separate and distinct marketing materials. Nuveen and Brooklyn also have promotional relationship and Nuveen receives a referral fee from Brooklyn for referring prospective business to Brooklyn. Please see “Important Information Regarding Introductions to Brooklyn Investment Group, LLC by Nuveen Asset Management, LLC” for important information regarding the promotional relationship, including the compensation Nuveen receives from Brooklyn.
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