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

Bat_MJ_chart

How risky is it to remain in stocks during challenging market conditions?

Swan

This was one of the first warnings to investors that the Coronavirus could trigger a global market crash.

Lemons

You can be better diversified through a stock portfolio than broad indices which are often highly correlated.

Financial-Dilbert

Robo advisors and financial advisors are often relying on anachronistic information to project future returns.