Meritage Portfolio Management

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Meritage Portfolio Management is an institutionally based investment management firm providing asset management for families, foundations, endowments, corporations and qualified retirement plans. Meritage offers five distinct, proprietary equity strategies managed by a seven person investment team comprised of Chartered Financial Analysts. Clients tell us they value working directly with portfolio managers making the investment strategy decisions, our transparent fee structure, and the accessibility of our client service team. The firm manages $1.7 billion in assets for local, regional, and national clients from its base in Overland Park, Kansas, and has been operational for more than 25 years. Investment Management Meritage has been developing its proprietary investment strategies for private clients and institutions since the firm’s inception more than 25 years ago. We employ a systematic methodology and approach to value investing. Our professional resources include seven CFAs, two CPAs, two CFPs, and a health insurance specialist to assist our clients in navigating wealth, estate, and retirement planning. Wealth Management We offer an advisory approach that is investment-focused. Meritage clients are paired with seasoned, credentialed investment professionals to guide our client relationships. Our clients tell us they value having direct access to investment and client service professionals as well as a transparent fee structure and a tax responsive portfolio through the ownership of individual securities. Financial Planning We utilize financial planning to help identify our clients’ risk tolerance from two perspectives – market volatility and the possibility of losing money, and the possibility of outliving your assets or not meeting other financial goals. Finding the appropriate level of risk based on your own circumstances will lay the groundwork to a sound long-term investment strategy. We encourage all our clients to participate in our complimentary financial planning service and to update their financial plan when weighing significant financial decisions.