Business Details
About
Investment Service
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.
Location
Meritage Portfolio Management
7500 College Blvd Ste 1212, Overland Park, KS
66210, United States
Hours
Frequently Asked Questions About Meritage Portfolio Management
What investment services does Meritage Portfolio Management provide?
Meritage Portfolio Management provides asset management for families, foundations, endowments, corporations, and qualified retirement plans using five proprietary equity strategies managed by Chartered Financial Analysts.
Where is Meritage Portfolio Management located?
Meritage Portfolio Management is located at 7500 College Blvd Ste 1212, Lighton Tower, Overland Park, KS 66210, USA.
What are the business hours of Meritage Portfolio Management?
The firm is open Monday to Friday from 8:00 AM to midnight and closed on Saturdays and Sundays.
How can I contact Meritage Portfolio Management?
You can contact them by phone at +1 913-345-7000 or email at welcome@meritageportfolio.com.
What is the official website of Meritage Portfolio Management?
Their official website is https://www.meritageportfoliofunds.com/.
How long has Meritage Portfolio Management been in operation?
Meritage Portfolio Management has been operational since 1991, with over 25 years of experience.
What makes Meritage Portfolio Management clients appreciate their service?
Clients value direct interaction with portfolio managers, transparent fee structure, and accessible client service team at Meritage Portfolio Management.
Which nearby financial services can I visit around Meritage Portfolio Management?
Nearby financial service providers include PHD. Retirement Consulting, Edward Jones, and Renaissance Financial, which offer complementary financial advising and investment services.
Are there any nearby law offices or legal services close to Meritage Portfolio Management?
Yes, Davis Business Law, Bond, Schoeneck & King PLLC, and Kalberg Law Office L.L.C. are nearby law firms providing legal services.
Where can I grab a bite or relax near Meritage Portfolio Management?
Nearby options include Bloom Baking Company Lighton Plaza for sandwiches and bakery items, and Sunday Wellness and Support for massage therapy and health spa services.