Meritage Portfolio Management is an institutionally based investment management firm with a pure investment mindset and a commitment to high touch client service. They offer comprehensive asset management services for families, foundations, endowments, corporations, and qualified retirement plans. With a base in Overland Park, Kansas, Meritage manages $2.

0 billion in assets for clients nationwide. Their private client services rise above traditional approaches, delivering personalized investment strategies tailored to individual goals and risk tolerance. Expect nothing less than their best thinking as their experienced team provides investment solutions driven by a passion to be better.

Meritage keeps clients informed with news and announcements through their insights section, allowing you to stay up to date on relevant market information. They take pride in their knowledgeable team and their community involvement. Contact Meritage Portfolio Management to meet their team, learn more about their client experience, and start your journey towards financial success.

Reach them at welcome@meritageportfolio. com or call 913. 345.

7000