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Privacy Policy

Collection of Personal Information

We collect personal information that identifies you such as name, postal address and email address (“personal information”). We also utilize a third party to match IP address with company names. We receive and store this information, including any submissions that you make. We may use the personal information collected from visitors in the following ways:

  • To respond to an inquiry.

  • To send you notifications about your accounts or transactions with us.

  • To analyze our business and use our website to enhance our site, develop new features, products, or services.

  • To contact you to discuss your interest in Portfolio.

We do not knowingly collect information from children under the age of 13. Should we learn that a child under the age of 13 has provided us with personal information, we will delete that information from our database.

As a Portfolio client, sharing information with selected third parties, such as companies who help service the Portfolio program’s clients and dealerships, may be necessary. This side will never sell or rent lists of our clients, our client’s professional advisors or client customer’s information. Portfolio may disclose the information if legally required to do so to comply with a legal process.

Website Visitors

Like most website operators Portfolio collects non-personally-identifying information that web browsers and servers typically make available, such as browser type, language preference, referring site and date and time of visitors' requests. Our purpose in collecting this information is to help us better understand how Portfolio’s visitors use the website.

IP Address

We log all connections to our web servers. These logs include your IP address which is not personally identifying information, but general information about your location, connection to the Internet, and your internet service provider. We use your IP address to help diagnose problems with our server and to administer the site. We also use provider data to match IP addresses with company names. While we do not detect or share personally identifiable information, we may match your IP address with company name, location, and any publicly available web and email address associated with your company name. Additionally, we will use your IP address to track your navigation of the site and your navigation history may be used in current and future marketing efforts.


To enhance your online experience Portfolio uses “cookies,” which are small pieces of information stored in a user’s browser giving that user a unique identification. Portfolio uses cookies to help identify and track visitors and their usage of our website. We may insert cookies into your browser to identify you as a previous user. Cookies contain non-personally-identifying information. All cookies are established on a per session basis and are not permanently stored on your machine. By continuing to navigate our website without changing your cookie settings, you acknowledge and agree to Portfolio’s use of cookies.


The security of your personal information is important to us, and we have implemented security procedures to protect the personal information that you provide us. However, no method of transmitting or storing electronic data is every completely secure. While we strive to protect your personal information, we cannot guarantee its absolute security.

Portfolio Consumer Privacy Notice — California Consumers

The California Consumer Privacy Act requires that we inform you about the categories of personal information that are collected about you and the purposes in which it is used. This information is collected from you or the selling dealer at the time of purchase, during the administration process or when a claim is filed. The categories of information we may collect depends on the type of product purchased and may include identifying information such as:

  • Name

  • Postal address

  • Telephone number

  • Email address

This personal information collected is used for business purposes, such as processing your contract, claims processing, and obligations covered under this agreement. We respect your privacy regarding any personal information we may collect and have security procedures in place to protect that information.

This website is equipped with a third-party program that uses provider data to match IP addresses with company names. We are not able to detect nor share your personally identifiable information; however, we may be provided with your company name and location and any publicly available web and email addresses associated with your company name. We may use this information to contact you about your interest in Portfolio.

Consumer Rights

If you have any questions or concerns regarding the Privacy Policy,  and would like your collected information removed from our database, please contact us at any time via email at

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