FAQ
After reading this section, if you still have questions,
feel free to contact us.
What is direct indexing?
Direct indexing lets you own the individual stocks that make up an index. This gives you more flexibility, more tax control, and more ways to customize your portfolio than a traditional ETF.
How does Surmount personalize a direct index?
Surmount builds your index based on your preferences, your holdings, and your goals. You can exclude companies, set custom weights, or use your current positions as the starting point.
What does Surmount automate?
Surmount takes care of rebalancing, tax loss harvesting, drift control, and daily monitoring. You get the benefits of advanced management without manual work.
How does tax loss harvesting work on Surmount?
Surmount scans for loss opportunities every day. When a position drops below a threshold, we harvest the loss and replace it with a similar stock to keep your exposure aligned.
How do I track performance?
You can monitor your direct index against its benchmark in real time. Surmount shows drift, tracking difference, tax savings, realized gains, and all underlying trades.
Who is direct indexing best for?
Anyone who wants more control, better tax efficiency, or the ability to tailor exposure to specific values or constraints. Advisors use it to deliver more personalized portfolios at scale.
