We have grown steadily over our 28 years. Seventeen associates including seven Chartered Financial Analysts (CFA), two Certified Financial Planners (CFP), and two Certified Public Accountants (CPA) oversee approximately 350 relationships and $1.7 billion in assets under management.
Far from the hectic environment of Wall Street, Meritage is headquartered in Overland Park, Kansas. While most of our clients are regional to Kansas City, relocations and referrals have led to client relationships in 33 different states. Our coastal clients often tell us they enjoy working with a firm with Midwestern values.
As our private client business expanded, we added resources to provide the breadth of advisory services that individuals and families expect. Our clients value this integrated approach that brings together a full understanding of how their investments fit with their overall wealth circumstances and long-term goals.
From our roots as a value equity manager, we added a growth equity strategy in 1998 and a high-dividend equity strategy in 2003, in addition to our work with taxable and tax-exempt bonds. The mix of the three equity strategies provides each of our clients with broad diversification across equity styles, company size, company geography, and equity income.
Over the years, we developed a set of beliefs that drives everything we do in managing portfolios and in taking care of our clients. We’re pleased to share those with you.