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Bringing investment management and personalized advisory services to a higher level

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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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 ...

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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 $1.7 billion in assets for local, regional, and national clients from its base in Overland Park, Kansas.