13 Oct

Posted at 20:07h in Featured, Investment Commentary

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 have turned investors more cautious. ...

08 Jul

Posted at 20:06h in Featured, Investment Commentary

Most broad equity market benchmarks finished the quarter at or near all-time highs. The strong gains in the quarter reflected a combination of near ideal underlying fundamentals, ranging from company-specific earnings and revenue trends to broad macro support from what have become the usual suspects...

28 Apr

Posted at 15:14h in Announcements, Featured

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...

06 Apr

Posted at 15:52h in Featured, Investment Commentary

As we pen this first quarter update amidst the comfort of markets residing around all-time highs, we can’t help from looking back at our Investment Update this same time one year ago.  The extreme uncertainty of that moment still comes through in our commentary, as...