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

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.

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.