Company Overview
- Headquarters
- 7500 College Blvd., Ste 1212, Overland Park KS
- Website
- meritageportfolio.com
- Phone
- (913) 345-9889
- Employees
- 18
- Founded in
- 1991
- Industry
- Investment Bank/Securities Brokerage
Financials & Stats
Revenue
$10B
Who is Meritage Portfolio Management
Meritage Portfolio Management is an investment management boutique based in Overland Park, Kansas. The firm employs 18 people and manages over $1.7 billion in assets for a variety of clients. Meritage provides asset management services to families, foundations, endowments, corporations, and qualified retirement plans. Their investment approach involves building portfolios security by security and maintaining direct relationships with clients to understand their individual circumstances. The firm distinguishes itself through its hands-on approach to both investment and advisory services, emphasizing face-to-face communication and fee transparency. Meritage's team includes seven Chartered Financial Analysts, two Certified Public Accountants, and two Chartered Financial Planners, and the firm adheres to GIPS standards. Clients can contact Meritage Portfolio Management at meritageportfolio.com.
Meritage Portfolio Management Industry Tags
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