The Portico Process
We start by listening – to understand and identify your immediate needs and long-term goals.
We bring sophisticated analytics and sound business principles to develop strategies that achieve your goals in the most efficient way while providing the flexibility to take advantage of new products and proven strategies that can meet evolving needs.
Geographic Reach
Portico has clients throughout the U.S. and is licensed in all 50 states. We also serve a number of international clients. This enables us to provide the solutions for individuals, families, businesses and nonprofits wherever they are located and wherever they require insurance coverage.
Creating Your Insurance Team
Portico builds teams. We maintain a network of professionals who can provide the insight, experience and expertise to create customized solutions for every client.
In Collaboration with Professionals
Portico can be part of your financial or business team, working with financial planners, estate planners, attorneys, accountants and others to create or execute strategies.
Professional Affiliations
Portico Group is affiliated with The Rockwood Company, which provides support staff, and access to a wide range of top insurance companies. The Rockwood Company has been providing insurance since 1896. Portico places all insurance policies through the Rockwood Company.
Innovation in Action
Wealth Management. In collaboration with financial planners, Portico built an integrated a risk management and insurance program into a financial plan for a wealthy family. This program factored in multi-state locations, an extensive art collection, vehicles, trusts, and LLC’s.
Product Innovation. Portico built a new national insurance product for a group of investors.
Estate Planning. Portico designed a multi-layered liability insurance policy to protect independent Trustees responsible for administering a large estate plan. This protection allowed the Trustees to execute the estate plan with confidence knowing their personal assets were not at risk.