Meritage Portfolio Management
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- Meritage Portfolio Management, Inc. celebrated its 25th year of service to both private and institutional clients in 2016. Our Mission is to Consistently deliver superior portfolio performance, enabling our clients to reach their investment goals. We are an institutional portfolio management boutique. We create and dynamically manage three distinct value-centric, diversifiable equity strategies; and, two conservative, high quality bond strategies. Our client base ranges from large, multi-strategy balanced institutional engagements to single strategy private funds. In addition to our extensive policy determination process, which drives our asset allocation and risk management agreements with clients, we are known for our highly evolved, systematic value-centric security selection and portfolio management process, which has enabled our team to deliver strong, value-added performance for all client types. Along with our investment-centric focus, we strive to deliver exceptional client service. Our commitment to investment excellence focuses on important client benefit solutions provided by our strongly credentialed professionals six CFAs, two CFPs, and one CPA key examples: Overview of client financial documents and accounts for a broad risk assessment and investment policy design Comprehensive financial planning processes, including tax planning, cash flow and wealth projections Counsel on transitional wealth issues (IRA rollovers, gifting/charitable giving, loss of spouse, generational wealth transitions) Social security distribution analysis Counsel on healthcare options Organizing client financial records and documents Professional partner referrals accounting, estate law, insurance
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Headquarters:7500 College Boulevard Suite 1212, Overland Park, Kansas, United States
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Phone Number: +1 913-345-7000
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Website: meritageportfolio.com
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Employees:17
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Revenue:$10 - 50M
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Legal Name:Meritage Portfolio Management
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Meritage Portfolio Management's Social Media
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| NAICS Code: 523930 |
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Frequently Asked Questions regarding Meritage Portfolio Management
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Where are Meritage Portfolio Management's Headquarters?
Meritage Portfolio Management's Headquarters are in 7500 College Boulevard Suite 1212,Overland Park,Kansas,United States
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What is Meritage Portfolio Management's phone number?
Meritage Portfolio Management's phone number is +1 913-345-7000
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What is Meritage Portfolio Management's official website?
Meritage Portfolio Management's official website is meritageportfolio.com
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What is Meritage Portfolio Management's Revenue?
Meritage Portfolio Management's revenue is $10 - 50M
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What is Meritage Portfolio Management's NAICS code?
Meritage Portfolio Management's NAICS code is 523930
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How many employees are working in Meritage Portfolio Management
Meritage Portfolio Management has 17 employees
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What is Meritage Portfolio Management's Industry?
Meritage Portfolio Management is in the industry of Investment Management
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Who is Meritage Portfolio Management's President And Chief Investment Officer?
Meritage Portfolio Management's President And Chief Investment Officer is Mark Eveans