Direct Indexing
Personalized direct indexing tailored to every client
Personalized direct indexing tailored to every client
Direct indexing gives advisors the flexibility to build unique portfolios while Surmount automates every step from construction to tax optimization.
Direct indexing gives advisors the flexibility to build unique portfolios while Surmount automates every step from construction to tax optimization.
What you can do with Surmount Direct Indexing?
What you can do with Surmount Direct Indexing?
Build Personalized Direct Indices
Build Personalized Direct Indices
Build Personalized Direct Indices
Surmount keeps allocations aligned and tax-efficient automatically.
Surmount keeps allocations aligned and tax-efficient automatically.
Surmount keeps allocations aligned and tax-efficient automatically.
Use your Existing Holdings
Use your Existing Holdings
Use your Existing Holdings
Easily connect to your current brokerages for a smooth, tax-smart transition.
Easily connect to your current brokerages for a smooth, tax-smart transition.
Easily connect to your current brokerages for a smooth, tax-smart transition.
See your Tax Savings grow
See your Tax Savings grow
See your Tax Savings grow
Track how automated tax optimization improves after-tax returns.
Track how automated tax optimization improves after-tax returns.
Track how automated tax optimization improves after-tax returns.
Powerful tools, made Simple
Powerful tools, made Simple
Clarity, control, and tax-smart automation built into every action.
Clarity, control, and tax-smart automation built into every action.
Estimate Tax Impact
Estimate Tax Impact
Surmount shows estimated gains and losses instantly.
Surmount shows estimated gains and losses instantly.
Track index performance
Track index performance
See how your direct index compares to its benchmark in real time.
See how your direct index compares to its benchmark in real time.
Earn more from the stocks you already own
Earn more from the stocks you already own
Enable lending and generate extra yield automatically.
Enable lending and generate extra yield automatically.
Withdraw Anytime
Withdraw Anytime
Withdraw against your index with minimal tax impact.
Withdraw against your index with minimal tax impact.
Full transparency
Full transparency
View all optimizations, tax-loss harvests, and adjustments.
View all optimizations, tax-loss harvests, and adjustments.
Rebalance with flexibility
Rebalance with flexibility
Adjust positions while Surmount maintains tax efficiency.
Adjust positions while Surmount maintains tax efficiency.
FAQ
FAQ
FAQ
Answers to your questions
Answers to your questions
After reading this section, if you still has questions, feel free to contact us however you want.
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.
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.
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.
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.
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.
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.
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 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 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.
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.
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.
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.
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.
Surmount builds investment management software with the objective to provide investors with a more convenient & personalized experience
Quantitative Finance LLC ("QFL") is a wholly-owned subsidiary of Surmount Investments Inc, is an investment adviser registered with the Securities and Exchange Commission (“SEC”). By using this website, you accept our Terms of Use and Privacy Policy. Surmount’s investment advisory services are available only to residents of the United States in jurisdictions where Surmount is registered.
Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Past performance is no guarantee of future results. Any historical returns, expected returns [or probability projections] may not reflect future performance. Account holdings are for illustrative purposes only and are not investment recommendations. The content on this website is for
informational
purposes only and does not constitute a comprehensive description of Surmount’s investment advisory services. Refer to Surmount's Program Brochure for more information. Certain investments are not suitable for all investors. Before investing, consider your investment objectives and Surmount’s fees. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested. Brokerage services are provided to Surmount Clients by Alpaca Securities LLC, an SEC registered broker-dealer and member FINRA/SIPC. For more information, see our disclosures.
Surmount is an SEC-registered investment adviser. This does not imply any level of skill of training. Investing in securities always
involves the risk of loss. Past performance does not guarantee future results, and opinions presented herein should not be viewed as an indicator of future performance.
These are not, nor intended to be, a testimonial or endorsement of Surmount's services.
Surmount builds investment management software with the objective to provide investors with a more convenient & personalized experience
Quantitative Finance LLC ("QFL") is a wholly-owned subsidiary of Surmount Investments Inc, is an investment adviser registered with the Securities and Exchange Commission (“SEC”). By using this website, you accept our Terms of Use and Privacy Policy. Surmount’s investment advisory services are available only to residents of the United States in jurisdictions where Surmount is registered.
Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Past performance is no guarantee of future results. Any historical returns, expected returns [or probability projections] may not reflect future performance. Account holdings are for illustrative purposes only and are not investment recommendations. The content on this website is for
informational
purposes only and does not constitute a comprehensive description of Surmount’s investment advisory services. Refer to Surmount's Program Brochure for more information. Certain investments are not suitable for all investors. Before investing, consider your investment objectives and Surmount’s fees. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested. Brokerage services are provided to Surmount Clients by Alpaca Securities LLC, an SEC registered broker-dealer and member FINRA/SIPC. For more information, see our disclosures.
Surmount is an SEC-registered investment adviser. This does not imply any level of skill of training. Investing in securities always
involves the risk of loss. Past performance does not guarantee future results, and opinions presented herein should not be viewed as an indicator of future performance.
These are not, nor intended to be, a testimonial or endorsement of Surmount's services.
Surmount builds investment management software with the objective to provide investors with a more convenient & personalized experience
Quantitative Finance LLC ("QFL") is a wholly-owned subsidiary of Surmount Investments Inc, is an investment adviser registered with the Securities and Exchange Commission (“SEC”). By using this website, you accept our Terms of Use and Privacy Policy. Surmount’s investment advisory services are available only to residents of the United States in jurisdictions where Surmount is registered.
Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Past performance is no guarantee of future results. Any historical returns, expected returns [or probability projections] may not reflect future performance. Account holdings are for illustrative purposes only and are not investment recommendations. The content on this website is for
informational
purposes only and does not constitute a comprehensive description of Surmount’s investment advisory services. Refer to Surmount's Program Brochure for more information. Certain investments are not suitable for all investors. Before investing, consider your investment objectives and Surmount’s fees. The rate of return on investments can vary widely over time, especially for long term investments. Investment losses are possible, including the potential loss of all amounts invested. Brokerage services are provided to Surmount Clients by Alpaca Securities LLC, an SEC registered broker-dealer and member FINRA/SIPC. For more information, see our disclosures.
Surmount is an SEC-registered investment adviser. This does not imply any level of skill of training. Investing in securities always
involves the risk of loss. Past performance does not guarantee future results, and opinions presented herein should not be viewed as an indicator of future performance.
These are not, nor intended to be, a testimonial or endorsement of Surmount's services.