Invest Strategically.
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.
Investment Management
Services
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.
Insights
Maya Marisa Joelson's father passed a few days after his Harvard colleague, Ruth Bader Ginsberg.
Think you can't beat the market? Think again.
Don't be fooled by flashy ESG labels to falsely believe you are investing in companies that promote diversity.
This Forbes article provides some key points from Maya Joelson's interview with Nathaniel Baker of the Contrarian Investor Podcast.