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