Maya Marisa Joelson
Maya Marisa Joelson founded Meta Point Advisors after several years at Merrill Lynch.
Maya is a Harvard-trained economist who leverages her two decades of top-level experience across advanced technology, Wall Street, and emerging markets to devise investment strategies for her clients.
Maya’s clients benefit from her ability to provide savvy active management without the cumbersome costs and structure of mutual funds. Maya enjoys working with her clients to understand their personal needs so she can craft tailored financial plans.
Maya’s investment views have been featured in The Wall Street Journal and Barron’s.
Maya excels at deriving “meta points” from economic and market data. She strives to apply these insights to achieve superior outcomes for her clients. Her ability to abstract important concepts and communicate them has differentiated her, whether writing about Russia’s conversion to capitalism while at Harvard, women in business at the World Economic Forum, equity markets in London’s hedge fund community, or collaborative technologies for DARPA program managers.
Maya holds an MPA from Harvard Kennedy School, MBA from Kellogg at Northwestern University, and a BA from Wesleyan University.
We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goal
We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound financial information.
Please contact us if you have any questions about our firm or the range of financial products and services we provide. Our firm has a relationship with a variety of financial services companies, so if we don’t have a product or service, we know a group that does.
How much do you actually know about what you’re invested in?
If you own at least one fund, it’s very likely that you know less about your investments than you think you do — they report their holdings on a time-delayed basis, and don’t always show you the full extent of what’s in the portfolio.
It’s one thing to be properly diversified but it’s also very possible to be over-diversified — especially when your portfolio consists of layers of funds that each contain more investments than can fit on a single page.
No matter what kind of fund you’re invested in — whether it’s mutual funds, exchange traded funds, unit investment trusts, or managed accounts — and whether you’re in more than one of them, if you’re not 100% certain of what it’s actually invested in, you might not have much of an investment strategy in the first place.
With these huge fund portfolios, whenever something goes up, another holding goes down, so you don’t actually gain. You end up paying your advisor to tread water — and losing out on opportunities to capitalize on structural trends.
Not us. Meta Point Advisors helps clients take advantage of structural trends and capitalize on them. We cut through the financial jargon and groupthink to deliver portfolios that are diversified, transparent, and have a record of beating their financial benchmarks. That’s also the approach of our thought leadership, which includes a monthly newsletter. Our writing and spoken words explain why many investors’ portfolios are suboptimal and muddied.