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

About Meritage

Who we are

Pure investment mindset. High touch client service model

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What’s new

Investment Update

July 6, 2018

Broad equity markets posted positive returns in the second calendar quarter, rebounding from the modest declines of Q1. While the news flow regarding continued economic growth and strong corporate earnings was generally positive, the mar...

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 $1.6 billion in assets for local, regional, and national clients from its base in Overland Park, Kansas.