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Ranked as top-rated financial advisory firms of 2020 by CNBC
Private Client Services

Private Client Services

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Rising above a traditional approach

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About Meritage

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Pure investment mindset. High touch client service model

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What’s new

Investment Update

October 7, 2022

Worries about inflation, rising interest rates, and a contracting economy became more acute as the third quarter came to a dispirited end.  Rising bond yields stoked by the Fed’s recommitment to bring down inflation weighed heavily on...

By Meritage Portfolio Management

Meritage Update

September 2, 2022

We are very pleased to announce that Philip Cole, CFA, has joined Meritage as a Senior Client Portfolio Manager.   Philip comes to us from Bank of America Private Bank, Kansas City, where he led a team of financial advisors in portfolio ...

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.