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General Info
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.
Regular Hours
Mon - Fri:
Sat - SunClosed
Investment Advisory Service, Financial Planners, Financial Planning Consultants, Financial Services, Investment Management, Investments, Retirement Planning Services
Lighton Tower
Executive Hills
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