Meta Point Advisors cuts through the financial jargon and groupthink to deliver clients' portfolios that are diversified, transparent, and have a record of beating their financial benchmarks.
Do you actually know what you are invested in? Are you diversified… or are you over-diversified? If you are invested in a broad range of funds or ETFs, it is likely that you have no strategy. Something goes up but something else goes down… You are paying your advisor to tread water – losing out on opportunities to capitalize on structural trends. Meta Point Advisors cuts through the financial jargon and groupthink to deliver clients’ portfolios that are diversified, transparent, and have a record of beating their financial benchmarks. Meta Point newsletters explain why many investors’ portfolios are sub-optimal and muddied.
Watch this video of Maya Joelson's presentation to the Harvard Club of DC on "How to Understand the World and Your Portfolio," recorded September 28, 2021.
China's recent crackdown on public companies hallmarks a major shift in China's priorities that will have large-scale implications on China that will permanently impact the emerging market and international holdings in your portfolio.