WHO WE ARE

YOUR RIGHTS, OUR DUTY

When you own a reinsurance company your rights of ownership are not negotiable and must be protected.

Proper Organization
Only Portfolio has earned IRS rulings that say we do things correctly.

Asset Control
Portfolio recognizes that the owner can make use of the assets in many ways starting with full control of investments. Other companies start with taking this right away from you.

Loans
Profit from your assets. Portfolio allows your available reserves to be borrowed under properly structured loans.

100% Of The Profits
Portfolio guarantees you 100% of the profits from underwriting and investment income because they belong to the owner, not us. Profit is what your ownership is all about.

Opportunities
Portfolio enables your dealership to leverage every good profit opportunity.

Tax & Estate Planning
Portfolio's unique structure allows for significant tax & estate planning enabling business succession and key employee retention.

Dealership Consulting
We don't expect you to be the reinsurance expert, so we provide you with the industries best advice and counsel.

Automtive Consulting Success
It's all about creating personal wealth for you, so we don't succeed until you succeed. Resources Management Group & Portfolio have created $1 billion in personal wealth for our dealership partners through our dealership training.