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Meritage Investment Solutions

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Our Philosophy

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Investment Strategies

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Institutional Strategies

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Interested in Learning More?
Meet with our team team to discuss your financial goals and how we can help you reach them.

Recent Insights from Meritage

Investment Update

October 7, 2022

Worries about inflation, rising interest rates, and a contracting economy became more acute as the third quarter came to a dispirited end.  Rising bond yields stoked by the Fed’s recommitment to bring down inflation weighed heavily on...

By Meritage Portfolio Management

Meritage Update

September 2, 2022

We are very pleased to announce that Philip Cole, CFA, has joined Meritage as a Senior Client Portfolio Manager.   Philip comes to us from Bank of America Private Bank, Kansas City, where he led a team of financial advisors in portfolio ...

By Meritage Portfolio Management

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