The Real Challenge: Sticking to Your Goals

When the market gets rough, the first instinct for many investors is to start making changes. But the secret to handling volatility? Sticking with a plan that’s right for you. Surmount’s Personalized Strategy Customization and Builders lets you build a strategy around your unique goals and risk tolerance, helping you stay on course without getting pulled into every market dip or spike. With Surmount, you’re guided by a plan that’s built for your long-term vision – not a sudden reaction to short-term swings.

Diversification, Simplified

If there’s one timeless piece of investing wisdom, it’s “don’t put all your eggs in one basket.” Surmount’s Smart Portfolios take this advice and put it into action for you. By automatically balancing your investments across various asset classes, Surmount helps you avoid overexposure in one area. So when one sector is down, your whole portfolio doesn’t take a hit. This kind of diversification creates a smoother investment experience – you can relax knowing your risk is spread out.

Automation Keeps Emotions Out of the Equation

Everyone knows emotions can run high when it comes to money, especially during turbulent times. That’s why Surmount’s Automated Rebalancing feature is a game-changer. It continually monitors your portfolio and makes adjustments as needed to keep it aligned with your strategy – no emotional decisions required. Automation ensures that your portfolio stays balanced without you having to time the market or make reactive moves. It’s hands-free investing that keeps you steady in the storm.

Data-Driven Decisions with Backtesting

Sticking to a plan is easier when you have data on your side. Surmount’s Performance Data and Strategy Insights let you backtest different strategies using historical data, so you can see how they’ve held up in the past. Knowing that a strategy has weathered previous downturns can give you peace of mind and help you resist fear-based decisions. It’s all about trusting a plan that’s built on evidence, not emotion.

Real-Time Alerts That Keep You in the Loop

Staying informed about the market doesn’t have to mean constantly checking your portfolio. With Surmount’s upcoming Custom Alerts feature, you’ll be notified of significant market events, portfolio shifts, and asset performance changes – right when they happen. This feature is designed to keep you aware of the essentials without requiring constant monitoring, giving you the perfect balance of staying informed without feeling like you’re always on call. Stay tuned for its release!

Liquidity for Flexible Investing

While long-term strategies are key, sometimes life (or new investment opportunities) calls for flexibility. Surmount’s Enhanced Liquidity ensures that you can access funds or make adjustments whenever necessary. In times of volatility, having liquidity gives you options – you’re not locked into a rigid plan and can make changes to align with your evolving needs.

Riding Out Volatility with Confidence

Market volatility doesn’t have to mean panic. With Surmount’s features – from personalized strategies and automated rebalancing to smart portfolios and real-time alerts – you have powerful tools to manage market shifts with a steady hand. Surmount allows you to ride out the waves, stay disciplined, and even take advantage of volatility with a strategy built to last. Ready to turn market swings into strategic opportunities? Give Surmount a try and let the power of automation work for you.

Disclaimer: The information presented is for educational purposes only and not an offer or solicitation for any specific investments. Investments involve risk and are not guaranteed. Consult with a financial adviser before making any investment decisions. Past performance does not guarantee future results.