Home
Home

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.

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

January 7, 2019

The stock market pulled back sharply in the fourth calendar quarter.  Earlier-year gains were erased as declines breached bear-market territory for most broad-based indices.  A year that began with high expectations and optimism around a...

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 $1.7 billion in assets for local, regional, and national clients from its base in Overland Park, Kansas.