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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

Who we are

Pure investment mindset. High touch client service model

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Investment Update

April 5, 2018

It was the third quarter of 2015 that stocks last turned in negative returns, triggered by recession fears and collapsing oil prices. While this quarter’s market decline of 1% – 2% came amidst stronger economic trends and positive earn...

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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 $1.6 billion in assets for local, regional, and national clients from its base in Overland Park, Kansas.