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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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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

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

Investment Update

July 7, 2022

Uncertainties around inflation, Fed tightening, and the resilience of the U.S. economy grew more worrisome in the second quarter, sparking a broad-based selloff in stocks and bonds. Coupled with the declines of the first quarter, all maj...

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.