Privacy Policy

Portfolio is committed to protecting your privacy. We use the information we collect about you to process orders and to personalize your experience at our website. This privacy statement explains how we gather information and how we protect your privacy.

Your Consent

By using our website, you consent to the collection and use of this information by Portfolio.

The Information That Portfolio Collects Browsing

We may use “cookies” to help us process your order and to customize information that we may present to you. A cookie is a small text file that does not personally identify users, although it does identify a user’s computer. Cookies do not pose a threat to your computer, and they do not contain viruses. Most Web browsers automatically accept cookies, but you can change this feature in your browser.

Your Initial Contact With Us

Portfolio will not share your name, phone number, or e-mail address from your initial contact with us with any third party, except as necessary to respond to your inquiries by one of our employees or independent sales agents. Of course, once you become a Portfolio client or sales agent, or a Portfolio client’s Certified Public Accountant or other professional counselor, sharing such information with selected third parties, such as companies who help service the Portfolio program’s clients and dealerships, may be necessary. Even at that time, Portfolio does not sell or rent lists of our clients’, or clients’ professional advisors’, or dealership customers’ contact information.

How We Use Information You Supply In Online Forms

Portfolio does not sell or rent client and customer lists. Portfolio may partner with other similar companies to offer special services to our clients and customers, in which case we will share the names and email addresses of our clients and customers with those partners, but we will not release any other information to them about individuals.

Of course, Portfolio may disclose personal information if legally required to do so or if necessary to comply with legal process served on Portfolio, to protect Portfolio rights or property or to take emergency action to protect the personal safety of users of the Portfolio website or the public.

Links To Other Sites

The Portfolio website includes links to other sites we think you might be interested in. Portfolio is not responsible for the privacy practices or the content of such sites. Be aware of where you are at all times!

Changes To Our Privacy Policy

If we change our privacy policy, we will post the changes on this page.

Contacting Us

Portfolio welcomes your questions and comments about privacy. If you would like to reach us, please call us at 877-789-6200.