Portfolio was founded in 1990 by former dealers and dealership executives, so that's why we make 100% ownership by the dealer our central principle. We respect what your challenges are, and can easily identify with them.
We don't come from the point of view of the insurance industry, the factory plans, or the income development providers. They all put their interests first, and the dealer's second. We make your interests our interests.
Our Reinsurance Specialists who call on you quarterly know what it takes to run a dealership as well as a reinsurance company, so you will feel comfortable communicating needs and planning strategy with them. They also work closely with your local agent to ensure that your strategy for the dealership is supported by him or her.
We train our local agents to understand the difference between some outside company being your aftermarket provider, and you owning the reinsurance company. We provide them with proven tools to serve both the dealership's profit needs and the needs of the reinsurance company.
To give you all the benefit of owning a reinsurance company, Portfolio operates very lean, but comprehensively. Our staff is trained well in all their functions and is very stable. Many key people have been with us for over a decade, and more than a few since our founding in 1990.
We don't spend money on things that don't bring you added value. You won't get expensive junkets or lavish parties from us. We recognize that paying for those perks would ultimately come out of your personal wealth. You know best how to use that money, not us.
All of these qualities are about delivering superior service and integrity to the management of your reinsurance company. We invite you to read a little more about how we see our relationship with you as the practice of the Art of Excellence.
Make our excellence part of your personal wealth portfolio.
