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Bringing investment management and personalized advisory services to a higher level

We invite you to learn how a unified approach to providing excellence in investment and wealth management might be the right fit for you and your family.

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Rising above a traditional approach

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Pure investment mindset. High touch client service model

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Investment Update

April 5, 2019

Deeply oversold conditions at year-end set the stage for a vigorous recovery for stocks in the first quarter of 2019. Similar to other corrections during the course of this bull market, the retracement in stock prices has occurred quickl...

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By Meritage Portfolio Management

Meritage Portfolio Management is an institutionally based investment management firm, providing asset management for families, foundations, endowments, corporations and qualified retirement plans. The firm manages $1.7 billion in assets for local, regional, and national clients from its base in Overland Park, Kansas.