Meritage Portfolio Management

08/14/2023

Please join us on Thursday, September 7th to help End Alzheimer’s!

08/28/2020

Following our previous studies of artificial intelligence and blockchain technology, this paper examines the extraordinary progress in the field of genomics. We have already seen some of the life-changing possibilities that have come from recent discoveries. The path forward seems only constrained by our imagination and evolving societal parameters imposed for the purpose of doing good.

This series is authored by Leonard C. Mitchell, CFA, lead Portfolio Manager on the Meritage Growth Equity strategy. Len’s natural curiosity spurs him to take a deeper dive into these technology developments, and as a natural way to stay current on new investment opportunities. Coincidentally, the release of this paper in the midst of a global pandemic makes it all the more relevant.

Access the genomics paper as a PDF here : https://bit.ly/31fR3JP

We appreciate your interest and welcome your feedback.

08/20/2020

Meritage is committed to staying connected to our clients and interested parties during these challenging times. We are continuing to conduct conference calls and review meetings via Zoom. Additionally, we are sharing our perspectives on market conditions more often.

Read our latest mid-quarter Investment Update by visiting our website: https://bit.ly/2YhQkG5

08/19/2020

Congratulations to Sharon Divine on a recent promotion as co-manager of the Meritage Value Equity strategy. Sharon will share this role with Mark Eveans, President and Chief Investment Officer and lead manager of the strategy since the style's inception. Read more in our announcement featured on our website: https://bit.ly/2E7a3S2

04/08/2020

The Meritage Investment Team has prepared a number of communications regarding the recent market volatility induced by the coronavirus. To stay apprised and read our market notes, please visit the Insights section of our website, available here: https://www.meritageportfolio.com/insights/

Investment UpdateApril 7, 2020It’s hard to know where to start. The suddenness of what’s transpired over the past six weeks revealed a vulnerability to our way of living previously only appreciated by those of the scientific community. Ten million people have fil...Read More →By Meritage Portf...

01/14/2020

In the waning days of the 2019 legislative session, Congress passed a new law, The SECURE Act (Setting Every Community Up for Retirement Enhancement Act) that modifies rules on IRAs and employer retirement plans. These provisions became effective January 1, 2020. We have created a summary of the most notable changes, available here:

Congress passed the SECURE Act in late 2019, impacting retirement plans. We summarize the notable changes to retirement plans.

01/09/2020

"2019 was a banner year for both stocks and bonds. In stark contrast to how the end of last year (2018) wrapped up, seemingly everything fell into place for stocks in the final quarter this year. This lifted broad market returns to their best showing since 2013."

Read more of our latest investment commentary here: https://bit.ly/37RK8ak

12/31/2019

May you have a wonderful 2020!

Our offices will be closed January 1 in observation of the New Year's Day stock market holiday. We will resume normal business hours on January 2.

12/24/2019

Bryon Gilbert and Tammy Dannewitz were recognized for their milestone anniversaries during our annual holiday party last Friday. Bryon and Tammy have been key leaders in our client communications and technology initiatives, helping us streamline our systems and reporting processes. We are grateful for our team of dedicated professionals and their commitment to providing exceptional client service. To all of our clients, friends, family and associates – thank you for the opportunity to work for and with you this year.

12/06/2019

Great news! We have been included in the 2019 CNBC Top 100 Financial Advisors list. We are pleased to be acknowledged alongside many of our national peers who share the pursuit of excellence in dedicated investment analysis, while also offering comprehensive wealth management services for our private clients. Access the CNBC FA 100 listing here: https://cnb.cx/36c2rWN

11/11/2019

We are fortunate to have the ability to support a variety of charitable missions throughout the year. Community LINC has a strong success rate and a program that consistently delivers results and positive impacts in GKC as they provide rehabilitative services to families experiencing homelessness. It warms our hearts to share in their success stories.

A HUGE shout-out to our amazing friends at Meritage Portfolio Management for providing the gift of warmth: winter coats for the homeless families we serve! Thank you so much!

10/16/2019

We would like to thank and acknowledge our associates, family and friends of the firm for their fundraising efforts in support of the 2019 Walk to End Alzheimer's. Together our team raised more than $8,500 in contributions to the Kansas City Walk to End Alzheimer's (preliminary) total of more than $550,000. We are fortunate to be able to support charitable causes in our community and we appreciate the dedication and outreach services of the Alzheimer's Association Heart of America Chapter. Learn more about our team's efforts to improve our community by visiting www.meritageportfolio.com/community/

Alzheimer's Association - Heart of America Chapter Tortilla Ranch Mexican Grill, Jose Pepper's