Portfolio’s story begins in 1989, when founder Steve Burke resolved to start a new company with a new way of doing business. While delivering the unfortunate news about the failure of their current carrier to a longtime customer, instead of being upset, the customer had simply asked, “What’s next?” This revelation inspired Steve to build Portfolio into a relentlessly innovative company that succeeds only when our customers succeed.
In 1995, Kelly Price was getting her own idea off the ground. She had found the management of an auto group’s products and programs needlessly complicated. She knew there had to be a better way, and the dealer challenged her to figure it out. One result was Warranty Forever, the industry’s preeminent limited lifetime program and the catalyst for the launch of her own company, National Automotive Experts and NWAN.
Portfolio acquired NAE/NWAN in 2020, joining two businesses dedicated to a world-class customer service experience. Our shared history includes 18 Dealers’ Choice Awards, workplace awards for each of its California, Texas and Ohio offices, and a landmark IRS judgment that altered the course of the auto, RV and powersports retail and finance industries.
The future is bright for the customers and partners Portfolio serves. For expert guidance, true success and limitless growth, trust the industry leader. It’s your Portfolio.
AWARDS
Portfolio is an 18-time Dealers’ Choice Awards winner, reflecting our commitment to the industry and our customers. Portfolio’s California, Texas and Ohio offices have earned recognition as top workplaces by the Orange County Business Journal, the Texas Association of Business and NorthCoast 99.
Meet the team of industry veterans, experts and thought leaders that drives success for Portfolio’s customers, dealers and agents.
CAREERS
Advance your career with a growing company that puts people first. Visit our LinkedIn jobs page for the latest opportunities in a variety of business, technical and creative fields.
is a wholly owned subsidiary of Portfolio Holding, Inc., and serves as the obligor and/or administrator for a variety of aftermarket products offered nationwide.
Portfolio Services Limited, Inc.
PO Box 30308
Cleveland, OH 44130 California DBA Portfolio Insurance Services, Inc. No. OI81316
Portfolio SE, Inc., is a wholly owned subsidiary of Portfolio Holding, Inc., and serves as the obligor and/or administrator for a variety of aftermarket products offered in Florida.
Portfolio SE, Inc.
PO Box 30308
Cleveland, OH 44130
Florida License No. 31865
NWAN, Inc., is a wholly owned subsidiary of Portfolio Holding, Inc., and serves as the obligor and/or administrator for a variety of aftermarket products offered nationwide.
NWAN, Inc.
PO Box 30308 Cleveland, OH 44130
Folio Protection Company, Inc., is a wholly owned subsidiary of Portfolio Holding, Inc., and serves as the obligor and/or administrator for a variety of aftermarket products offered nationwide.
Folio Protection Company, Inc.
PO Box 30308
Cleveland, OH 44130
Global Administrators, LLC, is a wholly owned subsidiary of Portfolio Holding, Inc., and serves as the obligor and/or administrator for a variety of aftermarket products offered nationwide.
Global Administrators, LLC
20 Cabot Boulevard, Suite 400 Mansfield, Ma 02048
Independent Financial Systems, Inc. has merged with Express Systems, Inc., a wholly owned subsidiary of Portfolio Holding, Inc. Express Systems, Inc., serves as the obligor and/or administrator for a variety of aftermarket products offered nationwide.
Express Systems, Inc.
PO Box 30308 Cleveland, OH 44130 (800) 705-4001 expressprotection.com California DBA Express Systems Insurance Services (No. OF84414)
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