Company Research Report: Portfolio Holding, Inc.

Company Overview

• Name: Portfolio Holding, Inc.

• Mission: Portfolio puts the dealer first, focusing on enabling dealers to own 100% of their reinsurance company along with all the underwriting profits and investment income.

• Founded: 1989

• Founder(s): No information is available.

• Key People:

• Jeremy Lux, Chief Executive Officer

• Ryan Hanlon, Chief Sales Officer

• Andrew Seger, Chief Operating Officer

• Casey Van Schoyck, Chief Risk Officer

• Melanie Gionet, Chief Financial Officer

• Sora Kim, General Counsel

• Alissa Wells, Vice President of Reinsurance

• Gabriella Roberts, Vice President of Client Experience

• Cliff Childers, Vice President of Sales

• Mark Slyder, Vice President of Information Technology

• Brent Griggs, Board Chairman

• Other Board Members: Avery Zuck, Hope Taitz, Kelly Price, Greg Hoffman, Adam Lamnin, John Hunt

• Headquarters: 25541 Commercentre Drive, Suite 100, Lake Forest, CA 92630

• Number of Employees: No information is available.

• Revenue: No information is available.

• Known For: Portfolio is renowned for its reinsurance services which maximize dealer earnings and are supported by a national network of agents, managing directors, and reinsurance specialists. The company's history is rooted in the principle of 100% dealer ownership.

Products

• Product Offering:

• Service Contracts

• Warranties

• GAP Protection Products

• High Level Description and Key Features:

• Service Contracts: These are designed to help dealers protect their customers’ investments by covering repairs and replacements for specified components beyond the standard warranty period.

• Warranties: Portfolio provides different warranty solutions catering to varying needs of vehicle buyers to ensure satisfaction and coverage against potential malfunctions.

• GAP Protection Products: These products provide buyers with financial coverage and assurance in the event that their vehicle is totaled or stolen, protecting the difference between the actual cash value and the balance still owed on the financing agreement.

Recent Developments

• Recent Developments:

• Portfolio has appointed Ryan Hanlon as the Chief Sales Officer as part of its strategic growth initiatives.

• Jeremy Lux has been named the Chief Executive Officer, succeeding Brent Griggs, who will now serve as the Chairman of the Board.

• Portfolio won the DCA Diamond award for the third consecutive time, being ranked the No. 1 reinsurance provider in the nation by dealers in the 2023 Dealers’ Choice Awards.

• Cliff Childers has been promoted to Managing Director, bringing over 21 years of industry experience to the position.

• New Products: No information is available.

• New Features Added to Existing Products: No information is available.

• Partnerships: No information is available.

This report has been compiled based on available data and may omit certain details where information is not available.