Form CRS provides clients and prospective clients a simple, easy-to-read summary regarding the relationship of individuals with their financial professionals. We encourage you to read this document and have an open conversation with us regarding your accounts and Meritage’s management of them.
Form CRS – Client Relationship Summary
Financial services industry compliance regulations require that we provide a narrative “plain English” version of our firm’s brochure. Accordingly, the link below will open our new Form ADV Part 2A brochure which provides complete disclosure about our firm.
We are also required to provide complete details about the investment personnel in our firm with whom you work. We have included biographies and supervisory details of Form ADV Part 2B, the Brochure Supplement, as an integral part of our total firm brochure. As a result, both part 2A and Part 2B are provided in this one document for ease of reading.
You are exiting the Meritage website. Meritage is using a new secure client portal for clients to receive account information. If you do not have a login and would like to have new username and password generated for your accounts, please call the main line at 913-345-7000 or e-mail us at welcome@meritageportfolio.com .
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