- Tax PlanningOwning individual securities in our proprietary investment strategies enables us to offer clients the ability to have a tax responsive portfolio. We can move securities to donor advised funds and other reserves for charitable gifting and minimize tax impacts accordingly.
- Investment ManagementMeritage has been developing its proprietary investment strategies for private clients and institutions since the firm’s inception more than 25 years ago. We employ a systematic methodology and approach to value investing. Our professional resources include seven CFA Charterholders, two CPAs, three CFPs, and a health insurance specialist to assist our clients in navigating wealth, estate, and retirement planning.
- Mutual FundsMeritage has three equity strategies available via mutual funds - Value, Growth, and Yield-Focus. More information about our mutual fund strategies can be found by visiting http://www.meritageportfoliofunds.com
- Wealth ManagementWe offer a wealth management advisory approach that is investment-focused. Meritage clients are paired with seasoned, credentialed investment professionals to guide our client relationships. Our clients tell us they value having direct access to investment and client service professionals as well as a transparent fee structure and a tax responsive portfolio through the ownership of individual securities.
- Financial PlanningWe utilize financial planning to help identify our clients’ risk tolerance from two perspectives – market volatility and the possibility of losing money, the possibility of outliving their assets or not meeting other financial goals. Finding the appropriate level of risk based on their circumstances lays the groundwork to a sound long-term investment strategy. We encourage our clients to participate in this complimentary financial planning exercise and to update their financial plan when weighing significant decisions - like when to retire, pay off a mortgage, sell a property, file for Social Security benefits, health and long-term care insurance questions, and more.