Jim CFA's Contact Details

Jim CFA's Company Details

Meritage Portfolio Management

Overland Park, KS, US • 20 - 49 Employees
Investment Bank/Securities Brokerage

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.As an alternative to big companies and prepackaged investment products aimed at the masses, our clients value working with a firm that takes a hands-on approach at both the investment and the advisory level. This translates to building portfolios security by security and having a direct relationship with seasoned, credentialed investment professionals who become intimate with a client's individual circumstances. For over 25 years, we have developed a highly evolved value-driven decision making process in managing portfolios. We have also learned a great deal from our experience in working with families and individuals about the breadth of wealth management services that investors today should expect. Face-to-face meetings remain the hallmark of our communication model and fee transparency that avoids multiple layers distinguishes us from the typical investment advisory model.While not for everyone, we have found this approach fits well with those who believe there is more to investing than relegating funds to an arbitrary basket of stocks and who value a relationship that transcends to a broader set of needs. Our professional resources include: seven Chartered Financial Analysts, two Certified Public Accountants, and two Chartered Financial Planners. Meritage is also GIPS compliant and verified. We invite you to learn how a unified approach to providing excellence in investment and wealth management might be the right fit for you, your family, or your organization.