Meritage Portfolio Management was launched in 1991 when the company's four founding partners branched out on their own. Meritage provides personalized investment management on a discretionary basis to individuals, families and a variety of institutional clients including employee benefit plans, foundations, endowments, and public funds.
Total AUM: $1.53B+
Years in Business: 28
Accounts Under Management: 1,228
Principals:
- Mark Eveans, President & Principal
- James M. Klein, Principal & Senior Portfolio Manager
Contact:
7500 College Boulevard, Suite 1212, Overland Park, KS 66210
(913) 345-7000
