Brooklyn Investment Group, LLC will be showcasing at T3’s 20^th anniversary and fintech conference in Las Vegas its tech-powered, personalized, tax-managed solution that combines equities and fixed income within a single custodian account. The Brooklyn team can be found in booth # 121 of the Emerging Tech Area.

The Tax Advantaged Balanced Portfolio leverages Brooklyn’s A.I.-powered custom direct indexing platform to enable personalization and stock-level tax-loss harvesting at scale. The Tax Advantaged Large Cap, an equity-only option that invests in a custom mix of U.S. equities and ADRs, is also available. 

According to Cerulli Associates, December 2022 White Paper – The Case for Direct Indexing, direct indexing continues to gain market share from exchange traded funds (ETFs) and mutual funds because it enables greater customization and tax-efficiency for client portfolios. In fact, as the fastest growing segment in the separately managed accounts (SMA) market, direct indexing is projected to grow to $825 billion in AUM by 2026 from $460 billion today.

Direct indexing can closely replicate the performance of a selected benchmark while also providing ownership of and direct access to the underlying securities. 

The Tax Advantaged Balanced portfolio, underpinned by Brooklyn’s cloud-based technology, is one of the first in the market to offer comprehensive personalization, automated tax-loss harvesting, and rebalancing across both equity and fixed income sleeves on an ongoing basis. Financial professionals can also benefit from numerous potential operational efficiencies enabled by the Brooklyn platform, including account lifecycle management and personalization, while the management style offers competitive fees for investors. 

“The asset management industry is in transformation as the demand for scalable personalization across asset classes increases the pressure to innovate. The Tax Advantaged Balanced portfolio was created to address the needs of investment advisors at the very heart of that transformation,” said Erkko Etula, Chief Executive Officer of Brooklyn Investment Group. “Brooklyn’s A.I.-powered portfolio management technology is designed to empower advisors to unlock tax alpha, deliver an engaging client experience, and boost growth.” 

Of course, any securities investment strategy involves the risk of loss, and SMAs utilizing custom direct indexing may underperform other investment strategies. Tax-loss harvesting may result in tax deferral, but not elimination, and may result in variable tracking errors to the underlying benchmark.

For further information about this offering, please reference this press release.

About Brooklyn Investment Group

Brooklyn Investment Group is an SEC-registered investment adviser that combines artificial intelligence with institutional-grade portfolio optimization and automated tax-loss harvesting to power personalized portfolios for its clients, which include wealth and asset management firms. To learn more about the company, its technology, and career opportunities, visit BKLN.com.  

_{This material is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy, sell or hold a security or an investment strategy, and is not provided in a fiduciary capacity. The information provided does not take into account the specific objectives or circumstances of any particular investor, or suggest any specific course of action. Financial professionals should independently evaluate the risks associated with products or services and exercise independent judgment with respect to their clients.}