Community Housing Network - Opening Doors, Transforming Lives
Donate
     
Facebook YouTube Twitter Flickr  

Investment Information

Springhill Housing Corporation ("Springhill”), as trustee, has contracted with Diversified Portfolios, Inc. ("DPI”) to manage the investment assets of the Springhill Housing Corp. Pooled Accounts Trust ("Springhill Pooled Accounts Trust”). DPI does not manage these pooled assets for any individual participant, but rather manages the investments for the pooled trust overall.

DPI was established in 1993 as a fee-only investment planning and advisory firm. In constructing portfolios, DPI uses no-load (no sales charge when bought or sold), low cost, primarily passively managed institutional mutual funds, and exchange traded funds (ETF's). These funds ensure structured exposure to stocks large and small, value and growth, into U.S. and overseas markets, as well as in bonds. The end result is a very broadly diversified and cost effective portfolio that is reflective of Springhill Pooled Account Trust's need to balance return on investment with sensitivity to risk.   more

Investment Performance History

Below are the most current Springhill Pooled Accounts Trust performance comparisons:

 

Please find here a 2011 year end investment review for the Springhill Pooled Accounts Trust. Click here for the same report with pages 4-9 rotated clockwise for easier viewing on your screen.

Enrollees of the Springhill Pooled Accounts Trust are provided with sub-account financial statements on a quarterly basis.

Helpful Hints

Carrie's tips

Here are some tips from Carrie Alexander, Springhill Pooled Accounts Trust Coordinator:

  • Requests are due by Monday at 5 p.m. in order for processing to take place that week. Emergencies will be handled on a case-by-case basis.
  • All requests for disbursement must be submitted in writing using the Disbursement Request Form , with all supporting receipts and documentation. Please obtain a quote or estimate for larger expenses such as home or car repair.

more

Getting answers to your questions

Do you have questions about the trust? Are you interested in enrolling but have questions first? Or, perhaps you are enrolled and unsure whether a request for disbursement is permissible. Maybe you have questions about additional administrative processes.

We're here to help! By visiting our Contacts/Staff page you will save time by contacting the appropriate person. If you are unsure whom to call, please start with Joanna Giglio who can then guide you to the correct person.

Community Housing Network
570 Kirts Blvd., Suite 231, Troy, MI 48084
with offices in Macomb, Oakland and Wayne counties
248.928.0111
866.282.3119 (toll free)

  Privacy Policy   |   Login

©2012 Community Housing Network, Inc. All rights reserved.
Community Housing Network, Inc. is a 501(c)(3) organization.
Donations are tax-deductible as allowable by law.