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Client Relationship Summary
Contact Us
Portfolio Resources Group, Inc.
800 Brickell Avenue, Suite 903
Miami, Florida 33131

Voice: 305-372-0299
Fax: 305-372-0499

General Enquiries:

PRG Operations Related:

Managed Accts Related:

Executive & Compliance
Antonio Camejo, Co-Chair, CEO, CCO - Ext. 405
Juan Ignacio Sosa, Co-Chair, COO - Ext. 406
Nancy Baquero, CFO, FINOP, CISO - Ext. 404
Gustavo Cordero, VP Financial Opts. - Ext. 418

Miami Operations
Monica Vaca, Operations Manager - Ext. 409
Maria M. Fernandez, New Accounts - Ext. 416
Gloria Mangas, Account Services - Ext. 412
Juan Martinez, Operations Specialist - Ext. 401
Nora Camejo, VP Managed Accounts - Ext. 417

Europe Operations
Cristina Sosa, Asst. Opts. Manager - Ext. 415
Ramon Abascal, Compliance Asst. - Ext. 414

Advisory Council
Jose M. Maraver, Director - Ext. 407
Carmen Elena Sosa, Ext. 422
Douglas Goldstein, CFP®
José Gonzalo Muci, Ext. 421
Ricardo Larrazabal, Ext. 423
Domestic Associates
Foster Financial Services
Stephen Foster, CFP®, ChFC®, LUTCF®
Uniwealth Advisors
Stefano Fanfani
Isasi Wealth Advisory
Roberto Isasi, CFA, CFP
Grupo SAM
Policarpo Rodriguez

Impact Investing Division
Joyce K. Moore, ChFC®, LUTCF®
Thomas L. Moser
International Associates
Jerusalem, Israel
Profile Investment Services, Ltd.
Douglas Goldstein, CFP®
Sandy Ohana
Yoram Ohana
BatSheva Goldstein

Lighthouse Capital Ltd.
Aaron Katsman
Rachel Weiss

Madrid, Spain
PRG, Inc.
Cristina Sosa, Operations – Ext. 415
Ramon Abascal, Operations – Ext. 414
Caracas, Venezuela
Grupo BBO
Diana Arreaza
Allen Brewer
Jose Gonzalo Muci
Miguel Octavio
Eduardo Valera
Carolina White

Grupo PRG
Carmen Elena Sosa
Andrea Monteverde
Aibory Mora
Gustavo Degwitz
Tibisay Lopez
Jhonny Georges
Andrea Nogueroles
Maria Luzardo
Ivonne Sanguino
Jorge Urosa
Marcos Villegas

Grupo SAM
Antonio D’Alvano
Leonardo Gonzalez
Ricardo Larrazabal
Andres Octavio
Market and Business News
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App River 365
Bank of New York Mellon
DST Vision
Envestnet, Inc.
Financial Services Institute
Global Relay
Pershing LLC.
Pinnacle Insurance
Schwab Institutional

Advisor Group

Portfolio Resources Advisor Group (PRAG), is registered with the Securities and Exchange Commission (SEC). Registration of an Investment Adviser with the SEC, in and of itself, does not imply any level of skill or training.

As Registered Investment Adviser (RIA), PRAG serves clients in the United States, U.S. citizens overseas, and clients in 35+ countries.

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

Schwab Institutional

Service Providers:
Envestnet, Inc.
First Affirmative Financial Network

Regulatory Disclosures:
PRAG ADV Part 3 Client Relationship Summary
PRAG Form ADV Part 2A
PRAG Wrap Fee Brochure

Business Continuity Plan
Privacy Policy

Advisor Documents:

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Envestnet Institute



iCapital: The Alternative Investment Marketplace

Improving Portfolio Returns and Diversification
Investments in private equity, private credit, and real assets offer the potential for enhanced returns and lower correlation, compared with traditional public market investments. Private market opportunities have expanded significantly in the past 20 years, driven largely by the trend of companies staying private longer. As a result, investor interest in this market segment has grown dramatically.

Private Market Opportunities
Thanks to technology that streamlines the experience of investing in alternatives, individuals can now gain access to private market investments that were previously reserved for institutions and other large investors. Through iCapital, we offer a curated menu of carefully selected private market investment strategies to eligible investors through our financial advisors. iCapital offers qualified investors access to diversified and niche private equity strategies, including venture capital, growth equity, middle-market buyout, and secondaries.

Hedge Funds
Hedge fund managers employ a broad range of tactics across asset classes with a goal of delivering favorable risk-return outcomes. Including hedge funds in a diversified portfolio may potentially increase returns and/or reduce portfolio volatility. iCapital offers access to a variety of hedge funds, including single and multi-strategy funds from carefully selected managers.

Defined Outcome Solutions
iCapital’s defined outcome solutions empower clients to build investments with pre-defined return and risk profiles. Available as individual structured notes, market-linked CDs, yield-based separately managed accounts, and ’40 Act funds, these solutions include features such as principal protection, increased yield, and potential enhanced return, making them suitable for a wide range of investors and investment objectives.

Speak with one of our associates to better understand both the risks and opportunities involved in alternative investments and if such strategies are appropriate for you.

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 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.

Financial Planning

A Team Approach

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

Investment Committee:
Antonio Camejo, Chair
Douglas Goldstein, CFP®
Aaron Katsman
Joyce K. Moore, ChFC, LUTCF
Thomas L. Moser
Policarpo Rodriguez
Carolina White

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