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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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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