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

October 13, 2021

Seven consecutive months of positive returns came to an abrupt end in September, erasing gains for the quarter for most broad-based equity indices.  This turn of fortune was accompanied by a mix of new and old developments that for now ...

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.