• In the era of AI and investment, combining both marks a significant stride toward a greater revolution. What inspired Surmount AI to embark on this journey?

  Surmount AI began its journey initially as a way to help my friends and family easily access the investment strategies that I had created. I come from a non-finance/tech-savvy region of Maryland, and I wanted to enlighten people that I knew a better alternative to conventional financial advisory. I saw people getting exploited by traditional financial advisors. I believed that something like Surmount could provide them with a strategic & data-driven approach while maintaining a lot of insight and control.

• Investment remains a complex subject for many. How does Surmount AI simplify automated investing for a broader audience?

  We simplify automated investing for a broader audience by providing an intuitive platform where anyone can become a professional wealth manager in a matter of minutes. On Surmount, you can connect all of your investment accounts in one convenient place and automate them with pre-built investment strategies engineered and used by professionals. There’s never been an easier process to begin investing through strategic, data-driven investing strategies and portfolios.

• With numerous companies to choose from, what sets Surmount AI apart as the optimal choice for investors?

  This is a great question. There are a lot of great companies around, and what sets Surmount apart from the others is the amount of flexibility provided by us. The key attractive feature is the option to connect all of your investment accounts and conveniently manage them in one place.

• Investments inherently carry risks. What assurances does Surmount AI provide to its investors?

  Surmount is a federally licensed RIA, and while any investment comes with a level of risk, we make sure that what’s offered publicly on Surmount has passed a series of qualification standards. We also provide significant overviews for every investment strategy offered by us so that you understand how it works, how it’s performed, and the level of risk it has comparatively.

• The ‘Buy and Hold’ strategy is often emphasized. What makes this strategy particularly robust?

  “If it’s not broken, don’t fix it.” Buying and holding great companies is the method to get rich gradually, and there’s a reason it works so well for anyone who utilizes it. On Surmount, we offer long-term value investing strategies, swing trading strategies, and a handful of day trading strategies. I believe a great portfolio consists of two compounding pillars – one that seeks to capture alpha (profit) that the market is making available in the medium term, and one that takes a portion of that profit + dollar cost averaging into great companies.

• How do the AI chatbots on your website enhance investors’ understanding and clarity?

  We have a few features like the ability to leverage AI to create custom investment strategies, as well as AI analysis of all recent news articles for a company to save hours of reading & research. We are also working on an “AI Advisor” that can be tailored to meet the requirements of each end user. Summing up, this feature truly helps investors save time on conducting solid investment research and building a strong approach to the markets.

• What are some common mistakes made by new-generation investors, and how does Surmount AI aim to mitigate these in the investing process?

  I think more people than ever are approaching the markets in a very speculative approach, which leads to all the people you see on places like Reddit who are down 99% on a $100k account. It’s honestly quite surprising and concerning. I think most retail investors would be better off staying away from options – especially short-term options. More often than not, you end up taking a lot of money off the table. If you want to trade, you need a thesis and data to substantiate it. Surmount is a great place for the new generation to take a risk-on or risk-off approach while remaining strategic and disciplined at the same time. This typically leads to significantly better returns compared with investments made without resourceful data clarity.

• Charismatic leaders are often avid learners. Could you provide insights into CEO and founder Logan Weaver’s journey toward sustained success?

  I think two characteristics are common in every great entrepreneur I’ve met: consistency and a constant hunger to learn and improve themselves. I still have a lot to learn, but I’m extremely fortunate to have a great group of advisors around me and an amazing team that I learn from daily. It’s indeed a group effort, and I’m doing everything I can to be a great leader, learner, and individual contributor in building Surmount AI into what it looks like it can be.

Company name: Surmount AI
Website: www.surmount.ai
Founder & CEO: Logan Weaver