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Portfolio

Portfolio is one of the nation’s largest and oldest managers of reinsurance and risk-transfer programs for automobile dealers. Our business approach is unique.

Portfolio is distinguished by offering its dealers true 100% ownership of the reinsurance company, which delivers to them 100% of the underwriting profits and investment income. This business model means we honor the dealer's rights of ownership, and have set up our company to protect those rights. Portfolio is structured and managed to give every available benefit to the dealer.

We are a partner, not just a provider.

In the dealership, Portfolio provides an up-to-date array of reinsurable products- vehicle service contracts, dealer warranties, GAP, maintenance plans, appearance protection, lease protection, anti-theft, and other ownership protection products- to enable the dealer to create the best mix to serve the local market while growing his or her reinsurance or risk-transfer company.
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Purpose

To create and protect wealth for our customers, distribution partners, end consumers, shareholders and employees.... Read more

Vision

In 2025, we see Portfolio as one of the largest and strongest providers of reinsurable products across the U.S. We are an exciting and rapidly growing company that diligently lives by its values of serving people, building trust, improving continuously and embracing innovation and change. We are the envy of every competitor, revered for the talent of our people and our high level of dedication to the needs of our dealer customers, distribution partners, consumers, employees, and owners. We work relentlessly to create wealth for our clients and provide personal development and professional growth opportunities for every employee and distribution partner. Our creativity, flexibility, and quick reaction to changes in the market allow us to provide the most innovative products and services in the industry. We are part of a company trusted and respected for our high ethics, hard work, and the care we take of all our relationships. We improve constantly, enter new markets intelligently and overcome all challenges, which strengthens our reputation and ensures a future of continued financial prosperity. We are highly sought after as a place to work because we are nimble, humble, innovative, enthusiastic, and fun. We are proud of our Company. We achieve the extraordinary and we make a difference every day. We are Portfolio.... Read more

Values

Embracing Innovation and Change

Headquarters

Lake Forest, CA

Employees

120 US Employees

Industry

Specialty Insurance

Recent Awards