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
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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

Lipstick

n the days since George Floyd’s death prompted widespread protests over racial inequality, ESG investments, often known as “socially responsible” funds have …

Barron's featured Maya Marisa Joelson's viewpoints on the risks of bond funds.

Advisors should make sure clients understand the difference between bonds and bond funds. So counsels Marisa Joelson, president of Meta Point Advisors …

Harvard Club of DC

Check out the highlights of one of Maya Marisa Joelson's popular presentations at the Harvard Club in Washington DC.