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

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 stock market meltdown

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.

HOOD_chart

Shame on Cathie Woods for not knowing the difference between disruptors and potential fraudsters.

Watch this ESG discussion

Video of Meta Point Advisors Founder Maya Marisa Joelson in a panel discussion on responsible investing.