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

This Forbes article provides some key points from Maya Joelson's interview with Nathaniel Baker of the Contrarian Investor Podcast.

This Forbes article provides some key points from Maya Joelson's interview with Nathaniel Baker of the Contrarian Investor Podcast.

Listen to Maya Marisa Joelson on the Contrarian Investor podcast

Listen to Maya Marisa Joelson's 30-minute interview with Nathaniel Baker on her investment views.

Active Management

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

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