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Meritage Portfolio Management

About Meritage Portfolio Management

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.

Min project size

50,000+

Hourly rate

50 / hr

Employees

17

Locations

United States

Year founded

Founded 1991

Service Lines

Consulting30%
Implementation25%
Support & Maintenance20%
Training15%
Custom Development10%

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