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.

Private Client Services

Private Client Services

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Rising above a traditional approach

Investment Solutions

Investment Solutions

A passion to be better

Expect your firm’s best thinking

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Our People

Our People

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Insights

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About Meritage

About Meritage

Who we are

Pure investment mindset. High touch client service model

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What’s new

Investment Update

January 5, 2018

A strong fourth quarter gave stocks their best year since 2013.  Broad equity indices hit multiple new highs as volatility remained historically low through year end.  Feeding off the momentum that began in late 2016, the S&P 500 finis...

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 $1.5 billion in assets for local, regional, and national clients from its base in Overland Park, Kansas.