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

Active Management

The COVID-19 environment should make you reconsider your investments and be more strategic

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.

The Wall Street Journal ran an excerpt of Maya Marisa Joelson's thoughts on bond funds.

What some people might believe are their safest asset may be their riskiest -- WSJ profile of Maya Marisa Joelson.