"One of the tests of leadership is the ability to recognize a problem before it becomes an emergency."

The Wall Street Journal and The Credit Union Journal have highlighted our successes during the most challenging economic times we can remember!

PORTFOLIO PERFORMANCE offers over 30 years of experience assisting start-ups, turnarounds, credit unions, mortgage companies and $95 billion international financial services companies.

Our results speak for themselves and can be reviewed on the “Services” page. Simply click on each of our product modules to review the contents available as well as our accomplishments in each area.

We would be honored to put our experience to work for you. Regardless of which product module you choose, we’re certain you’ll be delighted with our contribution to your SUCCESS.

You no longer have to rely on a DVD, webinar or on someone who has not been “in the game” for several years, while the lending landscape has recently changed so drastically.

We work side-by side with your team, teaching our “tried and true” methods.

Our consultation services include:


A pre-visit questionnaire so we may prepare in advance of our visit


A detailed visit report for future reference


Hands-on training of your managers and their staffs when necessary


A post-visit survey allowing you and your team to share your views on the level of satisfaction with our visit


Metrics and reporting solutions enabling you to validate your progress after our visit


Service after-the-sale. We encourage you to call upon us after our visit to discuss any new challenges. If another visit is scheduled, you’ll receive a 15% discount…our way of expressing our appreciation for the trust you have placed in PORTFOLIO PERFORMANCE.




An evaluation of how both you and those you serve can benefit from the “latest and greatest” products and services of our strategic alliances, and if you agree, we’ll assist in the coordination of these presentations




Contact Portfolio Performance Today!


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