Money manager
Brooklyn Direct Indexing
Tax-aware investing at the single-security level
Own the index you want as individual stocks, harvest losses automatically, and manage around the concentrated positions you already hold.
About the firm
About Brooklyn
Rather than owning an ETF that tracks an index, direct indexing owns the underlying stocks in your account. That unlocks two features an ETF cannot deliver: tax-loss harvesting at the single-stock level (losses available to offset gains elsewhere in your return), and the ability to customize around existing concentrated positions or ESG / industry preferences.
Brooklyn's direct-indexing platform is built specifically for financial advisors and their clients.
Firm
Brooklyn Investment Group
Product
Direct indexing / tax-loss harvesting
Best for
Taxable accounts with gains or concentration
Strategy
How the firm invests
- Tax-loss harvesting at the individual-security level, run systematically.
- Managing concentrated single-stock positions tax-efficiently over time.
- Direct-indexing solutions purpose-built for advisor-client accounts.
Role in portfolio
How Brooklyn fits a WWA portfolio
Brooklyn is the equity sleeve of choice for taxable accounts that are large enough to hold hundreds of individual names efficiently, likely to generate realized gains elsewhere (business sale, RSU vests, real-estate transactions), or built around a concentrated legacy position that needs to be unwound tax-efficiently. Less applicable inside IRAs and 401(k)s where tax-loss harvesting has no effect.
Suitability
Who it's for
Not every manager fits every client. Here's when Wealth Watch Advisors leans in — and when a different sleeve is a better answer.
Good fit for
- Taxable HNW clients
- Executives with RSU / single-stock concentration
- Business owners with deferred or upcoming capital-gain events
- Clients coming off an OZ, 1031, or other liquidity event
Less suitable for
- Small taxable accounts that cannot efficiently hold hundreds of names
- Tax-advantaged accounts (IRAs, 401(k)s) where the tax-loss-harvesting math does not apply
Talk to a WWA advisor about Brooklyn.
We’ll walk through whether Brooklyn fits your situation — and, if not, which manager on the platform would.