Operational for more than 15 years, Meritage Portfolio Management is an independently owned firm that provides asset management services for families, foundations, endowments, corporations and qualified retirement plans. The company manages more than $950 million for local, regional and national clients. Meritage Portfolio Management manages taxable and tax-exempt fixed-income strategies, as well as equity strategies. The company employs more than five investment professionals and over 15 skilled associates. It offers online access to portfolio and transaction summaries.