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Portfolio Resources Group, Inc.
800 Brickell Avenue, Suite 903
Miami, Florida 33131

Voice: 305-372-0299
Fax: 305-372-0499
info@prginc.net

Main Office
Antonio Camejo, Co-Chair, CEO - Ext. 405
Juan Ignacio Sosa, Co-Chair, COO - Ext. 406
Sharon Vernon, CFO - Ext. 408
Jose M. Maraver, Director - Ext. 407
Carmen Elena Sosa, Director - Ext. 312
Monica Vaca, Operations Manager - Ext. 409
Belkis Jorge, Managed Accounts - Ext. 403
Maria M. Fernandez, Asst. Operations - Ext. 416
Jackie Capdevila, Asst. Operations - Ext. 413
Ramon Abascal, Operations - Ext. 401
Nancy Baquero, VP, Special Projects - Ext. 404

Advisory Council
Douglas Goldstein, CFP®
Thomas L. Moser, CFP®
José Gonzalo Muci
Miguel Octavio
Domestic Associates
Foster Financial Services
Stephen Foster, CFP®, ChFC
Uniwealth Advisors
Stefano Fanfani
Impact Investing Division
J. Christopher Cogswell, AIF®
Ann-Marja Lander, CFP®, AIF®
Brian T. Laverty
Joyce K. Moore, ChFC, LUTCF
Thomas L. Moser, CFP®
Pamela Stamper-Brandt, CFP®, AIF®
Krista Strohoffer, CFP®, AIF®
Saratoga Springs NY - Impact Investing Division
Harry Moran, CFP®, AIF®
PPD Financial
Juan Carlos Salas
Eduardo Salas
International Associates
Jerusalem, Israel
Lighthouse Capital Ltd.
Aaron Katsman
Tali Golan
Rachel Weiss
Profile Investment Services
Douglas Goldstein, CFP®
Naomi Grossman
Sandy Ohana
Yoram Ohana
BatSheva Goldstein

Panama City, Panama
Grupo Solfin Valores

Madrid, Spain
Capital Management Resources, Ltd.
Cristina Sosa de Mora
Caracas, Venezuela
Grupo Portafolio Resources
Carmen Elena Sosa
Andrea Monteverde
Aibory Mora
BBO
Miguel Octavio
Jose Gonzalo Muci
Carolina White
Allen Brewer
Diana Arreaza
Eduardo Valera
CCG Wealth Management Ltd.
Carlos Rizzolo
Selected Assets Management
Gustavo Degwitz
Caracas
Leopoldo Sabater
Caleb White
Market and Business News
www.barrons.com
www.bloomberg.com
www.businessweek.com
www.cnbc.com
www.forbes.com
www.investors.com
www.nasdaq.com
www.redherring.com
www.sifma.org
www.wsj.com
Links
The links below take you to third party sites.
We are not responsible for their content.
App River 365
Bank of New York Mellon
DST Vision
Envestnet, Inc.
Financial Services Institute
Global Relay
iShares
Master Compliance
Milliman, Inc.
Pershing LLC.
Pinnacle Insurance
Schwab Institutional
TDAmeritrade Institutional

Advisor Group

Portfolio Resources Advisor Group (PRAG), is a Registered Investment Advisor (RIA) serving clients in the United States. Our international affiliate, CMR Ltd., provides services to clients in more than 10 countries.

Custodians:
Pershing LLC., a subsidiary of
The Bank of New York Mellon Corp.

Schwab Institutional
TDAmeritrade Institutional

Service Providers:
Envestnet Asset Management, Inc.

Regulatory Disclosures:
PRAG Form ADV Part 2A
PRAG Wrap Fee Brochure
PRAG Part 2B Supplement Brochures

Business Continuity Plan
Privacy Policy
Disclaimers

Advisor Documents:

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The links below take you to third party sites.
We are not responsible for their content.


Investment


Investment

Investment

Envestnet Institute

Envestnet Advisor Summit

Think Advisor

Investment Advisor


BrokerCheck
Center

The Art of Achieving Your Financial Goals

Financial Planning
How to invest your financial assets is one of the most important decisions you and your family will make during your lifetime. Yet many people neither establish clear goals, nor a plan for the future. In fact, many people spend more time researching what automobile or cell phone to buy, than how to invest their savings.

Some investors assume that they can do everything on their own, despite their busy schedules. Many turn to a broker whose recommendations are at times driven by the need to generate commissions. These approaches tend to result in random investment decisions, lack a proper strategy, and usually result in unnecessary levels of risk.

Time is Your Friend
Our fee-based team of independent financial advisors will help you put together a realistic plan. Time is your friend in creating wealth through a disciplined investment program. The sooner you begin and the longer you are invested, the higher your potential for success. We analyze your short, medium and long-term goals and then establish the parameters of an investment program geared to achieving those objectives within the risk level appropriate for you.

The video below illustrates how small incremental steps can lead, over time, to big results that may now seem insurmountable.

Likewise, the corrollary is true: What seems like an insignificant "tail event," such as the relatively small sub-prime mortgage market, can bring down global financial markets like the dominoes in the video. The experience gained from the financial meltdown of 2008 led to the development of the PRAG Managed Risk Strategy™ which brings institutional quality risk management to the retail investor.

The Premier Money Management Platform
Our strategic relationship with Envestnet Asset Management, Inc., the premier money management technology platform, gives you access to more than 900 of the top institutional and independent money managers in the financial services industry. While many of these managers have portfolio minimums as high as $10 million per client, through PRAG you can access their expertise with as little as $100,000. Smaller levels of investable assets can take advantage of mutual fund and ETF portfolios - all of them with active management and supervision. Envestnet also provides performance reporting and billing for all advisory clients.

Looking Out for Your Investments
Once we have established the right investment program with you, we carefully monitor your assets with state-of-the-art portfolio management software and the best institutional, as well as, independent research available. With no investment banking conflicts of interest, our recommendations are based solely on what we believe to be in the best interest of our clients.

Center

Fee-based Managed Accounts
When you establish a fee-based portfolio management agreement with one of our associates, you have access to three custodial relationships. One is through our affiliated broker/dealer, Portfolio Resources Group, Inc. (PRG), with assets held at PRG's clearing firm. Pershing LLC., a subsidiary of The Bank of New York Mellon Corp. Through our advisory group, you can also select Schwab Institutional or TDAmeritrade Institutional as your custodian. All three firms are among the most solid in the financial services industry. Portfolio management clients receive both a monthly brokerage statement, as well as, a comprehensive quarterly performance report. Fees are negotiable with your advisor.

Now more than ever, it is important to have the assistance of an experienced team of portfolio managers and advisors. Contact one of our associates today to review your existing portfolio or begin a new investment program. Join our growing number of successful investors.

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A Team Approach

An Experienced Team of Financial Advisors and Portfolio Managers help guide investment policy.

Investment Committee:
Antonio Camejo, Chair
J. Christopher Cogswell, AIF®, CFS®
Douglas Goldstein, CFP®
Aaron Katsman
Ann-Marja Lander, CFP®, AIF®
Dr. Manuel Lasaga, Ph.D
Joyce K. Moore, ChFC, LUTCF
Thomas L. Moser, CFP®

See our complete list of associates to find the one that best suits your needs.