Our Values
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Generate excellence in investment thought and actions.
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Accurately assess each client’s true objectives, and translate them into capital market exposure to effectively achieve those goals.
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Employ a merit-based culture focused squarely on our mission, which is implemented by a focused functional team approach.
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Consistently fulfill the highest standards in client communication in terms of timeliness, education and relevance.
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Provide our services at a fair and transparent fee.
Core Beliefs
Meritage Portfolio Management invests for the future. Our years of experience have shown that:
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Stocks provide attractive returns and outperform bonds over the long run.
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Valuation matters.
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The asset allocation and diversification decision is critical in long-term investing success.
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Value and Growth equity strategies deliver similar returns over the long-run, but combining the two can dampen short-term risk.
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Market timing is a loser’s game over the long run.
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The greater fool theory can work spectacularly in the short run but, always leads to disaster over the long run.