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

April 6, 2021

As we pen this first quarter update amidst the comfort of markets residing around all-time highs, we can’t help from looking back at our Investment Update this same time one year ago.  The extreme uncertainty of that moment still come...

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.