Meritage Portfolio Management

Meritage Portfolio Management is an investment management boutique based in Overland Park, Kansas. The firm employs 15 people and manages $1.7 billion in assets for a diverse clientele. Meritage serves families, foundations, endowments, corporations, and qualified retirement plans. The company offers personalized asset management services, tailoring portfolios to each client's unique circumstances and goals. Meritage differentiates itself by taking a hands-on approach to both investments and financial advice, building portfolios security by security and fostering direct relationships with seasoned investment professionals. Meritage prides itself on fee transparency, avoiding multiple layers of fees common in traditional investment advisory models. Face-to-face meetings are a cornerstone of their communication strategy. The firm's team comprises seven Chartered Financial Analysts, two Certified Public Accountants, and two Chartered Financial Planners, demonstrating its commitment to expertise and professional credentials. Meritage is also GIPS compliant and verified, ensuring adherence to industry standards for performance reporting. For more information or to discuss how Meritage's unified approach to investment and wealth management can benefit you, visit their website at meritageportfolio.com.