CAPTRUST completed the acquisition of Meritage Portfolio Management.

CAPTRUST, a provider of independent, client-first financial advice and investment management services, completed the acquisition of Meritage Portfolio Management, a provider of wealth management services. Financial terms were not disclosed. "Meritage has a unique perspective and proven expertise that complements our capabilities. Kansas City has become a key growth market for CAPTRUST, and Meritage’s reputation for thoughtful, trusted client relationships adds tremendous value as we continue to expand. This addition strengthens our ability to serve clients locally while supporting our long-term national growth," Nick Blasi, CAPTRUST principal and Midwest regional leader.