Carnegie Investment Counsel Blog

Meg Halloran

Meg Halloran
Meg Halloran serves as Senior Portfolio Manager. Meg works with high net worth individuals, foundations and retirement plans to build an individualized portfolio to meet the client’s objectives.
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Recent Posts

How to Improve Your Nonprofits’ Spending Policy Statement

Posted by Meg Halloran on Jun 29, 2021 1:30:00 PM

A spending policy statement (SPS) is crucial for nonprofits to ensure their funds are being spent in a way that benefits their mission, pleases their donors and adheres to legal policies. I see this firsthand as I serve as an investment committee member for my church. We meet quarterly to make investment decisions for the endowment and scholarship funds. As a Senior Portfolio Manager at Carnegie Investment Counsel’s Cleveland location, I am happy to share more information on improving a nonprofit spending policy.

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Topics: nonprofit financial advisors, ESG, Nonprofits

How to Craft an Investment Policy Statement for Your Nonprofit, Corporation or Yourself

Posted by Meg Halloran on Mar 25, 2021 1:30:00 PM

As a portfolio manager at Carnegie Investment Counsel, I am involved with creating portfolios designed to help clients meet their goals. For individuals, corporations or nonprofits, investment policy statements (IPS) are a way to outline goals and objectives. Outside of work, I serve as an investment committee member for my church's endowment. As such, I am sharing my IPS experience as a portfolio manager and as a community member in my church. Let's start with some basics.

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Topics: Investing, Financial Planning, Wealth Management

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