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Meritage Portfolio Management

Investment Management

Specialities :
Institutional portfolio management
Private client portfolio management
Investment management
Wealth management
Financial planning services

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revenue-icon Revenue
11M - 100M
funding-icon Total Funding
--
size-icon Size
11 - 50
About Us
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Employees
Buyer Intent
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Frequently Asked Questions About Meritage Portfolio Management

What does Meritage portfolio management do?+

Meritage is an investment management boutique, providing asset management for families, foundations, endowments, corporations, and qualified retirement plans. The firm manages $1.7 billion for local, regional, and national clients from its base in Overland Park, KS. As an alternative to big companies and prepackaged investment products aimed at the masses, our clients value working with a firm that takes a hands-on approach at both the investment and the advisory level. This translates to building portfolios security by security and having a direct relationship with seasoned, credentialed investment professionals who become intimate with a clients individual circumstances. For over 25 years,...

What are Meritage portfolio management's specialties? +

Institutional portfolio management,private client portfolio management,investment management,wealth management,financial planning services,and investment policy design

What is Meritage portfolio management's industry? +

Meritage portfolio management operates in the Investment management industry.

What is Meritage portfolio management's revenue? +

Meritage portfolio management's revenue is 11m - 100m

What is Meritage portfolio management's company size? +

Meritage portfolio management has 11 - 50 employees.

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