Brooklyn Investment Group, LLC

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Brooklyn Investment Group Client Login Custom direct indexing across equities and fixed income, from long-only to long/short Brooklyn Investment Group is a white-label managed accounts platform for financial advisors and asset managers serving the advisor community. Contact us All images, graphs, and tools are for illustration purposes only. Actual results will vary. brooklyn white-label platform Scalable personalization and tax-efficiency designed for advisors Disclosures Customize Personalize each client portfolio using either third-party building blocks (e.g., indices, models, manager-traded strategies, ETFs or mutual funds) or fully custom indices built bottom-up on the Brooklyn advisor portal. Disclosures Manage Brooklyn automatically monitors each portfolio every business day for tax-loss harvesting and rebalancing opportunities, handling transition analyses, account lifecycle events, concentrated position selldown programs, and other common client situations. Disclosures Report, after taxes Daily after-tax performance reporting for each client portfolio and client-specific benchmark(s) with helpful analytics are available on-demand on the advisor portal, empowering advisors to demonstrate the value-add of their advice. Brooklyn advisor portal in action using the advisor portal Creating a Target Portfolio Assign clients to model portfolios or create custom allocations across stocks, bonds, ETFs and mutual funds for each client. Investment Restrictions Client-specific in

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