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

January 9, 2023

In a year that finished none too soon for most investors, stocks and bonds managed to wind up 2022 on a positive quarter. While not much consolation to most investors, the markets absorbed a sea change of disruptive news this year. Many ...

By Meritage Portfolio Management

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 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.