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The F&I product provider has acquired Folsom, Calif.-based Finance Concepts LLC, one of its largest producing agencies. Terms of the transaction were not disclosed.
Read More →Capital Z Partners Management announced it has acquired Portfolio Group Inc. from Frontenac Company LLC. The F&I product provider's current management team will retain their current roles and significant ownership.
Read More →Portfolio’s California office has been named as one of the 2015 Best Places to Work in Orange County by the Orange County Business Journal.
Read More →Portfolio has again been ranked as the top Diamond provider in the Vehicle Service Contracts – Reinsurance category in the annual Dealers’ Choice Awards.
Read More →Portfolio has moved from its headquarters in Irvine to an office in nearby Lake Forest that will accommodate future growth.
Read More →Portfolio, a reinsurance manager, is celebrating its 25th year in business by hosting a series of events for employees and agents throughout 2015.
Read More →VisionMenu has added Portfolio and Wise F&I to its vRate platform, a feature that allows users of the firm's menu system to rate multiple providers and multiple products simultaneously.
Read More →For the fourth time, Portfolio has received a Diamond Award from Auto Dealer Monthly in its annual Dealer’s Choice Awards.
Read More →Portfolio, which offers dealers in-depth quarterly cession reports, is now part of F&I Express’ aftermarket eContracting platform.
Read More →Former Lyndon Property Insurance Company CEO brings extensive industry experience to his new role at the automotive financial services provider.
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