Meritas Advisors is a registered investment advisor with offices in San Rafael and San Diego, California.  Our mission is to generate stable real returns, regardless of the direction of the economy.  We strive to provide the highest level of service and exceed expectations in performance, planning and communication.

We see opportunity in both up and down markets. We strive to generate returns from market movement, rather than being dependent on a particular market direction. We utilize the strongest performing investments across a wide range of sectors and strategies that when combined, seek to optimize opportunity, while minimizing downturns.  These investments are regularly assessed for performance, style drift, changing market conditions, leadership changes, and increased risk-taking and are replaced as necessary to preserve our goal.

Our name, Meritas is the combination of two principles that guide our practice, Merit and Veritas.   Merit is character or conduct worthy of reward, honor or esteem.  Merit is also a commendable quality or virtue.  Veritas is Latin for truth.

We seek only those investments deserving of our clients’ attention, while striving to consistently provide praiseworthy service, guided by an honorable code of conduct.

We believe enduring success requires a deep abidance in truth.  We strive to distill the truth of investments, markets and the economy, knowing that veracity inevitably wins.