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Portfolio Group

Portfolio Acquires California-Based F&I Agency

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.

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Capital Z Acquires Portfolio Group

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.

Orange County Business Journal Names Portfolio as Top Workplace

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.

Portfolio Repeats Top Diamond Ranking in Dealers’ Choice Awards

Portfolio has again been ranked as the top Diamond provider in the Vehicle Service Contracts – Reinsurance category in the annual Dealers’ Choice Awards.

Portfolio Expands into New California Headquarters

Portfolio has moved from its headquarters in Irvine to an office in nearby Lake Forest that will accommodate future growth.

Portfolio Celebrates 25th Year in Business

Portfolio, a reinsurance manager, is celebrating its 25th year in business by hosting a series of events for employees and agents throughout 2015.

VisionMenu Adds Portfolio, Wise F&I to vRate Platform

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.

Portfolio Earns Diamond Ranking in Dealer’s Choice Awards

For the fourth time, Portfolio has received a Diamond Award from Auto Dealer Monthly in its annual Dealer’s Choice Awards.

F&I Express Adds Portfolio to eContracting Platform

Portfolio, which offers dealers in-depth quarterly cession reports, is now part of F&I Express’ aftermarket eContracting platform.

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Portfolio Group Names Brent Griggs President

Former Lyndon Property Insurance Company CEO brings extensive industry experience to his new role at the automotive financial services provider.

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