Meta Point Advisors
Financial ServicesView the employees at
Meta Point Advisors-
Maya Marisa Joelson President at Meta Point Advisors
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Rising Star
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Overview
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.