Meritage Portfolio Management Employee Directory

Investment ManagementKansas, United States11-50 Employees

Meritage Portfolio Management is an investment management boutique based in Overland Park, Kansas, providing asset management to families, foundations, endowments, corporations, and qualified retirement plans. From its Kansas base, the firm oversees client assets for local, regional, and national clients, and it builds portfolios using a practical, security-by-security approach rather than relying on mass-market products. With more than 25 years in the field, Meritage emphasizes direct client relationships, in-person meetings, and transparent fees as core elements of its advisory model. 

The professional team includes seven Chartered Financial Analysts, two Certified Public Accountants, and two Chartered Financial Planners, and Meritage maintains GIPS compliance and verification. In February 2026, CapTrust Advisors, LLC announced it acquired Meritage Portfolio Management, a development affecting ownership while continuing to serve clients from Overland Park.

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