Introducing Surmount: A Revolutionary Leap in Retail Investing
Picture a world where you, the individual investor, can effortlessly build a portfolio of hedge-fund like strategies, once exclusive to the elite.
That world is now within your grasp, and it’s called Surmount.
For far too long, retail investors have been a step behind the giants of the investment world. Hedge funds have enjoyed a competitive edge, armed with advanced tools, strategies, and resources that have been largely inaccessible to everyday investors.
The advent of Robinhood marked a significant turning point, democratizing investing and giving countless individuals the chance to dabble with their own “play accounts,” if not managing their investments entirely on there own.
But we knew there was more to be done.
Enter Surmount, taking the next great leap forward by placing the power of sophistication directly into the hands of retail investors. Our mission is to help retail investors take the next step forward, enabling you to tap into the same realm of strategies and intelligence that have long been the exclusive domain of hedge funds and institutional investors.
Investors yearn for customization and access to sophisticated strategies, typically reserved for high-net-worth wealth managers and hedge funds. Industry titans like Vanguard, JPMorgan, BlackRock, and Morgan Stanley have begun addressing this need with direct indexing, allowing customers to hold a customized selection of individual stocks. However, this solution is still incomplete, offering only asset customization without the advanced trading logic needed to optimize a portfolio.
Surmount was born from a personal quest to break free from mediocrity and transcend the limitations of conventional investment tools. It is the culmination of a relentless pursuit to empower everyday investors with hedge fund-like strategies.
Imagine an intuitive, no-code visual editor that enables you to create your own strategies using building blocks such as assets, weights, conditions, filters, and groups. Surmount allows you to combine these components in infinite ways, bringing your vision to life.
Perhaps the most groundbreaking feature of Surmount is its seamless integration with an AI-driven prompt that empowers you to transform your strategy overviews into fully-fledged, executable trading code in Python. No longer do you need to be a coding expert to bring your investment vision to life. Simply enter your strategy overview into the AI prompt, and Surmount will generate the code for you, making sophisticated investing more accessible than ever before.
Additionally, our state-of-the-art web-based IDE empowers you to turn any hypothesis into actionable, testable, and shareable trading logic. With Surmount, the power of advanced investing is now at your fingertips, opening up a world of limitless possibilities for investors of all backgrounds and skill levels.
Surmount’s magic lies in its ability to automate trades on your behalf, liberating you from the burdens of managing portfolios in Excel or grappling extensively with programming languages like Python.
By eliminating these barriers, Surmount empowers you to focus on your creativity and passion for crafting innovative investment strategies.
Envision the satisfaction of building your strategy, testing it against historical data, and refining it based on past performance insights. Surmount’s growing collection of ready-made strategies offers a starting point, allowing you to draw inspiration and build upon existing ideas.
As you monitor your strategy’s real-time performance, you’ll develop an intuition for how different strategies fare under various market conditions. When you’re ready to invest, Surmount flawlessly executes trades on your behalf, bringing your strategy to life. Add more strategies to your portfolio, and witness the beauty of a system seamlessly working in harmony.
Experience the thrill of investing that is fun, stimulating, and creative. Once you’ve tasted the power of Surmount, there’s no going back.
Embrace the revolution and join us in redefining the future of retail investing.
We just launched our closed beta yesterday, and are excited to be welcoming more people to the platform each week. If you’re interested in using Surmount, head over to this link and we’ll be in touch within 24 hours.
