I am very pleased to announce Meritage Portfolio Management has recently surpassed the $2 billion mark for assets under management (AUM). For more than 25 years, our dual mission of investment excellence coupled with personalized investment planning services has served our clients well. Distinguished from the trends...

The focus of this note is to apprise you to the steps we are taking to assure the ongoing continuity of our business and provide for the health and safety of our associates and all we may come in contact with. In addition to the guidance...

At Meritage we are fortunate to have a loyal and caring group of associates, now going back over our 27 years (and even longer linked back to our predecessor firm).  Each year we recognize notable anniversaries.  This year’s honorees included two new five year veterans...

Meritage Portfolio Management --- Growth Equity Strategy Honored as PSN Top Guns Large Cap Equity Universe Meritage Growth Equity Strategy Again Awarded Top Guns Distinction in National Database Performance Results The Growth Equity strategy from Meritage Portfolio Management was awarded the “Top Guns Large Cap Universe” ranking...