Captrust Acquires $2.4 Billion Kansas Advisory Firm

Core Viewpoint - Captrust Financial Advisors has acquired Meritage Portfolio Management, enhancing its presence in the Midwest with the addition of $2.4 billion in client assets [1] Group 1: Acquisition Details - The acquisition of Meritage Portfolio Management was announced on Wednesday and closed in December [1] - Meritage Portfolio Management is a registered investment advisory firm based in Kansas [1] Group 2: Strategic Implications - This acquisition allows Captrust, based in Raleigh, N.C., to expand its footprint in the Midwest region [1]