49. Meritage Portfolio Management

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


  • Mark Eveans, President & Principal
  • James M. Klein, Principal & Senior Portfolio Manager



7500 College Boulevard, Suite 1212, Overland Park, KS 66210

(913) 345-7000