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

What we do

Rising above a traditional approach

Investment Solutions

Investment Solutions

A passion to be better

Expect your firm’s best thinking

Our People

Our People

Our People

Meet the Meritage team

Insights

Insights

News & Announcements

Stay up to date

About Meritage

About Meritage

Who we are

Pure investment mindset. High touch client service model

Contact Us

Contact Us

Get in touch

We look forward to serving you

What’s new

Investment Update

October 3, 2018

Strong economic and corporate fundamentals fell into place in the third quarter, triggering an impressive rally in stock prices. Annualized GDP growth exceeded 4% and corporate earnings (abetted by tax reform) grew over 20% for a second ...

By Meritage Portfolio Management

Artificial Intelligence (AI)

September 26, 2018

“Artificial Intelligence is the electricity of the 21st century.” Andrew Ng, Stanford University “We want Google to be the third half of your brain.” Sergey Brin, Alphabet President Introduction The revolution is upon us. The rap...

By Leonard C. Mitchell, CFA

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.