The Investment Adviser Associtation serves members as the only organization to exclusively represent the interests of independent SEC-registered investment advisory firms before Congress, the SEC, CFTC, DOL and other regulators. The IAA provides members with valuable compliance resources and services, including access to the IAA legal staff and an extensive online library of resources. The organization keeps members informed about relevant issues and timely topics with publications, conferences, workshops, webinars and more.
Meritage claims compliance with the Global Investment Performance Standards, global reporting standards designed to provide assurance for investors who want reliable performance metrics based on the principles of fair representation and full disclosure. Please visit the CFA Institute's website for additional resources and information concerning GIPS Standards.
High ethical standards are critical to maintaining the public's trust in financial markets and in the investment profession. Meritage claims compliance with the CFA Institute Asset Manager Code of Professional Conduct. This claim has not been verified by the CFA Institute. Compliance with the code reflects not only our company's efforts to put in place a set of standards, but also our determination to establish an ethics based culture and our commitment to placing clients' interests first.