Investment Services Overland Park

Meritage Portfolio Management

Investment Services Overland Park
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Address
7500 College Blvd Ste 1212
Place
Overland Park, KS   66210 
Landline
(913) 345-7000
E-Mail
welcome@meritageportfolio.com
Facebook
pages/Meritage-Portfolio-Management/16785885989094
Website
www.meritageportfoliofunds.com

Description

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.

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Investment Services
(913)345-7000 (913)-345-7000 +19133457000

Map 7500 College Blvd Ste 1212

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