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Portfolio

Kamal Joins Portfolio as Marketing Director

Portfolio has named former publishing professional Tariq Kamal as marketing and advertising director.

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Portfolio’s Texas Office Earns 4th Straight Workplace Award

The Dallas office of Portfolio has been listed among the Best Companies to Work for in Texas for the fourth consecutive year.

Portfolio Acquired by Abry Partners

Private equity firm Abry Partners has agreed to acquire F&I products and reinsurance programs provider Portfolio from Capital Z Partners.

Portfolio Wins 12th Straight Dealers’ Choice Award

Auto dealers ranked Portfolio first in the Service Contract Reinsurance category in this year’s DCAs, the company’s 12th consecutive top three ranking.

Retail Expert Joseph Najar Joins Portfolio Sales Team

LAKE FOREST, Calif. – Portfolio, one of the nation’s leading reinsurance program managers for automotive dealers, has announced that Joseph F. Najar has taken a position as Reinsurance Specialist on the national sales team. The position requires working closely with dealer principals on business strategy and requires a thorough knowledge of all dealership operations. He ... Read More » The post Retail Expert Joseph Najar Joins Portfolio Sales Team appeared first on P&A Magazine .

Former Toyota Exec Joins Portfolio Reinsurance Sales Team

LAKE FOREST, Calif. – Portfolio, one of the nation’s leading reinsurance program managers for automotive dealers, has announced that Peter W. Jacobson, formerly of Toyota Financial Services in San Francisco, has joined the company as a Reinsurance Specialist. The position requires working closely with dealer principals on business strategy and a thorough knowledge of all ... Read More »

Portfolio Again Recognized with Top Ranking in the Annual Dealers’ Choice Awards

Lake Forest, Calif. – Portfolio, one of the nation’s leading reinsurance program managers for automotive dealers, has been voted for the 11th consecutive year as a top provider of Vehicle Service Contract Reinsurance in the annual Dealers’ Choice Awards national survey sponsored by Auto Dealer Today magazine. Portfolio earned this year’s first place Diamond award, ... Read More »

Portfolio Acquires Finance Concepts, LLC

LAKE FOREST, Cali. – Portfolio Group announced today that it has acquired a majority interest in Finance Concepts, LLC, one of its largest producing agencies headquartered in Folsom, California. Portfolio is owned by the company’s management and Capital Z Partners, a New York-based private equity firm. Terms of the transaction were not disclosed. “We are very ... Read More »

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 »

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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 »

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