About Portfolio
One of the nation’s leading reinsurance management companies dedicated to automotive dealers, Portfolio was founded in 1989.
Portfolio pioneered reinsurance for dealers. One of our signature accomplishments was securing two IRS TAMs (Technical Advice Memoranda) that acknowledged the legitimate business purpose of dealer reinsurance managed correctly and in accordance with US tax laws. These TAMs cleared the way for dealer reinsurance to be the important part the retail automotive business that it is now.
Today Portfolio manages over 1000 reinsurance companies affiliated with over 1800 dealerships in the automobile, RV, motorcycle, and powersport retail markets.
Over 1.7 million vehicle service contracts, warranties, and ancillary products were sold by Portfolio dealers in 2017.
Inc. magazine rated Portfolio one of the nation’s 5000 Fastest Growing Private Companies in 2012.*
(* under its former marketing company name, Independent Financial Systems)
Award Winning, with Top Insurers and Administrators
Portfolio is the only company to earn a top ranking every year that VSC Reinsurance has been surveyed in the Dealers’ Choice Awards by Auto Dealer Today magazine, since 2008.
Our products are insured and administered by the most capable companies in the business, including The Warranty Group, Virginia Surety Company, Protective Asset Protection and other trusted names.
Talented, Motivated and Happy Employees
Portfolio employs over 120 people in our corporate and administrative offices in Lake Forest, CA and Dallas, TX. To better serve our dealer clients and their independent agents, we strive to hire and develop the best employees in the industry.
A measure of our success is that our California office has been repeatedly awarded “The Best Places to Work” by the Orange County Business Journal. And in late 2017 our Dallas office was named one of “The Best 100 Companies to Work For in Texas” for the second year in a row by the Texas Association of Business and Texas Monthly magazine.
Company Information
Portfolio Services Limited, Inc., Express Systems, Inc. and Portfolio SE, Inc. are wholly owned subsidiaries of Portfolio Holding, Inc. They serve as the administrator and/or obligor for a variety of aftermarket products.
Portfolio Services Limited, Inc.,
California DBA Portfolio Insurance Services, Inc. #OI81316
Portfolio SE, Inc., FL License #31865
14651 Dallas Parkway, Suite 502
Dallas, TX 75254
Express Systems Inc.,
California DBA Express Systems Insurance Services #OF84414
25541 Commercentre Drive, Suite 100
Lake Forest, CA 92630