Passionately Predictable

Welcome to Meritage Portfolio Management

For more than 17 years, Meritage Portfolio Management has had the privilege of working with families, foundations and institutional clients in the management of their assets.  During these years, we have successfully served a growing client base by staying true to our investment discipline and through a commitment to personalized client service.

As long-term investors, we appreciate the merits of both near-term capital preservation and longer-term growth.  In an uncertain world, we approach investment opportunities in a way that is thoughtful, consistent and sound.  We understand that more aggressive or less systematic approaches might work well in the short-run, but more often do not contribute to an investor's net worth over time, not to mention their financial peace of mind.  We take pride in results that reflect the virtues of patience, consistency and predictability.