Your Rights, Our Duty... and those Others

Your MoneyMutual TrustDealer Knows BestAdded Value
 

Portfolio believes that mutual trust is the foundation of the relationship. Here's the proof.

NET-NET REMIT
Portfolio knows it is your money and that there is no reason to float claims and cancellation payments or interrupt investments. We encourage you to deduct claims and cancellations from your regular new business remittance.
   Others pay claims long after the business is remitted.

FULL DISCLOSURE
Portfolio knows that all fees must be fully disclosed from the beginning and that there must be no disguised, hidden or unexpected fees.
   Others don't offer this full disclosure, but bury fees and costs in complicated contracts.

YOUR ASSET
Portfolio has no hidden clauses that take the dealer's funds if he or she decides to go elsewhere.
   Others penalize you if you decide to make a change.