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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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Private Client Services

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Rising above a traditional approach

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Investment Solutions

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About Meritage

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Pure investment mindset. High touch client service model

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Investment Update

October 8, 2019

Stocks advanced slightly in the third quarter, adding to their strong gains in the first half and closing just under the market highs of late July. Volatility remained high as headlines around China trade negotiations and prospective Fed...

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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.