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Ranked as top-rated financial advisory firms of 2020 by CNBC

Investment Update

January 7, 2021

The haste to put 2020 in the past is understandable on many levels, though from an investment perspective, equity investors may do so with mixed feelings. This improbable year finished strongly for stocks with most broad market averages ...

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 $1.9 billion in assets for local, regional, and national clients from its base in Overland Park, Kansas.