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

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

Main Office
Antonio Camejo, Co-Chair, CEO - Ext. 405
Juan Ignacio Sosa, Co-Chair, COO - Ext. 406
Sharon Vernon, CFO - Ext. 408
Nancy Baquero, VP, CISO - Ext. 404
Monica Vaca, Operations Manager - Ext. 409
Belkis Jorge, Asst. Operations Manager - Ext. 403
Cristina Sosa, Asst. Operations/Cashiering
Maria M. Fernandez, Asst. Operations - Ext. 416
Ramon Abascal, Asst. Operations
Reinaldo Moleiro, Asst. Operations - Ext. 402
Raul Vera Lafee, AML Compliance Asst - Ext. 401

Advisory Council
Jose M. Maraver, Director - Ext. 407
Carmen Elena Sosa, Ext. 691
Douglas Goldstein, CFP®
Thomas L. Moser
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® CCIP®
Ann-Marja Lander, CFP®, AIF®
Brian T. Laverty
Joyce K. Moore, ChFC, LUTCF
Thomas L. Moser
Pamela Stamper-Brandt, CFP®, AIF®
Krista Strohoffer, CFP®, AIF®
Saratoga Springs NY - Impact Investing Division
Harry Moran, CFP®, AIF®
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
Miguel Octavio
Jose Gonzalo Muci
Carolina White
Allen Brewer
Diana Arreaza
Eduardo Valera
CCG Wealth Management Ltd.
Carlos Rizzolo
Selected Assets Management
Gustavo Degwitz
Leopoldo Sabater
Caleb White
Market and Business News
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managed risk


The Art of Achieving Your Financial Goals

Our Vision
We look at the world differently. Integrity and independence go hand in hand. To make money, you need access to good information, a plan that works over the long run, and professional management. There are clearly no government regulations that can protect you from ill-conceived complex financial products, or bad advice. It is therefore important to invest through advisors who share your ethical principles and values. While technology may have changed, there is an old adage which has stood the test of time: caveat emptor (buyer beware). We firmly believe that the best client is an informed client.

The role of much of the media is to entice viewers by portraying the world either through the prism of "doom and gloom," or the rose-colored glasses of instant wealth from yet another fad. We help you cut through both the hype and the short-term myopia that stand in the way of accumulating wealth.

About Us
We are the Portfolio Resources group of companies, an association of independent investment professionals with a common purpose: to give you access to the best thinking and proven portfolio managers to help you realize your financial goals. Portfolio Resources Group, Inc., is a FINRA, SIPC, MSRB, and FSI member broker/dealer with clients throughout the United States and in more than 35 countries. Portfolio Resources Advisor Group, Inc. is a Registered Investment Adviser serving domestic and international clients. Capital Management Resources Ltd. is a British Virgin Islands (BVI) asset management firm serving international clients. Contact one of our associates today.

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Join Us

The Premier Platform
The PRG Group of companies are providing investors worldwide with the tools they need to succeed. Through access to the premier portfolio management platforms, and leading independent managers, we are leveling the playing field for the small and medium investor.

For independent advice and clear thinking to help plan your financial future, join our growing list of successful investors.

If you are looking for the support of like-minded independent professionals working together in a collaborative atmosphere to provide clients the advice they need to succeed, come join us.