Home
Home

FA100_lockup_2020_gold2
Ranked as top-rated financial advisory firms of 2020 by CNBC
Private Client Services

Private Client Services

What we do

Rising above a traditional approach

Investment Solutions

Investment Solutions

A passion to be better

Expect your firm’s best thinking

Our People

Our People

Our People

Meet the Meritage team

Insights

Insights

News & Announcements

Stay up to date

About Meritage

About Meritage

Who we are

Pure investment mindset. High touch client service model

Contact Us

Contact Us

Get in touch

We look forward to serving you

What’s new

View All News

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...

Read More →
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 ...

Read More →
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.