Portfolio Named Endorsed Provider by Wyoming Auto Dealers

LAKE FOREST, Calif. – Portfolio one of the nation’s leading reinsurance program managers for automotive dealers, has entered into an agreement with the Wyoming Automobile Dealers Association (WADA) to bring reinsurance profit participation and retrospective commission programs to the association and its dealers who sell Portfolio F&I products. Former WADA President, Chuck Ruwart, who provided leadership ... Read More »

Portfolio’s Dallas Office Is Named Best Place to Work For in Texas

DALLAS – Portfolio has been named one of the 2017 Best Companies to Work For in Texas. This year’s award is the first time the company has entered and been recognized in the survey. The awards program was created in 2006 and is a project of Texas Monthly, the Texas Association of Business (TAB), Texas ... Read More »

Lori Hallissey Named Chief Operating Officer at Portfolio

LAKE FOREST, CA – Portfolio, a leading reinsurance program manager for automotive dealers, has named Lori Hallissey Chief Operating Officer effective October 3rd. As part of the senior management team, she will be responsible for all Portfolio operations including contract processing, claims management and Information Technology, with six directors and managers reporting to her directly. ... Read More »

New Portfolio Edge Program Reinsures Service Drive Warranties

Lake Forest, Calif. – Portfolio, one of the nation’s leading reinsurance program managers for automotive dealers, has launched Portfolio Edge, a program to extend coverage on the manufacturer’s parts and labor warranties for repairs in dealership service drives, and then reinsure the extended coverage contracts to the dealer’s Affiliated Reinsurance Company. Portfolio Edge comes with ... Read More »

Portfolio Is Again Named One of the Best Places to Work

LAKE FOREST, CA – Portfolio has been named one of the 2016 Best Places to Work in Orange County. This year’s award is the third time the company has been recognized in the survey. The awards program was created in 2009 and is a project of the Orange County Business Journal and Best Companies Group. “We strive ... Read More »

Capital Z Acquires Portfolio Group from Frontenac

Lake Forest, CA –  Capital Z Partners Management, LLC (“Capital Z”), a New York-based private equity firm, announced in early July that it has acquired Portfolio Group, Inc. (“Portfolio” or the “Company”) from Frontenac Company, LLC (“Frontenac”), a Chicago-based private equity firm. Terms of the transaction were not disclosed. Based in Lake Forest, CA, and ... Read More »

ADT Names 2016 Dealers’ Choice Award Winners

SWDS’s Larry Pomarico to Lead Reinsurance Symposium Panel

Portfolio Announces Chief Compliance Officer

LAKE FOREST, Calif. — Portfolio, one of the nation’s leading reinsurance program managers for automotive dealers, has named Casey Van Schoyck to the new position of Chief Compliance Officer. She will report to Dan Haugen, Chief Operations Officer. ... Read More »

Portfolio’s Ryan Hanlon Recognized as Young Industry Leader

LAKE FOREST, Calif. – Portfolio, one of the nation’s leading reinsurance program managers, is proud to announce that Ryan Hanlon, National Reinsurance Specialist, has been recognized in Agent Entrepreneur magazine’s “40 Under 40” survey and feature article on young leaders in the industry. The magazine is the leading publication for independent automotive finance and insurance professional ... Read More »