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Investment Update

January 7, 2022

From a broad perspective, the world moved closer to normal over the past year. At the same time, there was very little about this year that seemed normal. Such is the process of putting the pieces back together, knowing the outcome wonâ€...

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By Meritage Portfolio Management

Investment Update

October 13, 2021

Seven consecutive months of positive returns came to an abrupt end in September, erasing gains for the quarter for most broad-based equity indices.  This turn of fortune was accompanied by a mix of new and old developments that for now ...

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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 $2.0 billion in assets for local, regional, and national clients from its base in Overland Park, Kansas.