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Contact Us
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, Asst. Operations Manager - Ext. 403
Cristina Sosa, Asst. Operations/Cashiering
Maria M. Fernandez, Asst. Operations - Ext. 416
Jackie Capdevila, Asst. Operations - Ext. 413
Ramon Abascal, Asst. Operations - Ext. 401
Reinaldo Moleiro, Asst. Operations - Ext. 402
Nancy Baquero, VP, Special Projects - Ext. 404

Advisory Council
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®
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

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


Investment

Investment

Envestnet Advisor Summit

Envestnet Institute

Investment

Investment

Think Advisor

Investment Advisor

Financial Advisor

Financial Advisor

SRI in the Rockies

Sustainable

PRAG Managed Risk Strategies™

How Much Risk Are You Really Taking?
Many investors believe they are reducing risk by simply diversifying across asset classes both domestically and internationally. Trouble is, most traditional stock and bond classes are becoming more positively correlated. Moreover, the traditional equity asset classes have been nearing perfect positive correlation during major market corrections. Traditional asset allocation, for example, did not protect investors from tremendous losses during the 2008 Financial Crisis. The distinction between aggressive, moderate and conservative risk profiles did not meet the needs of investors because portfolios were not truly diversified with non-correlated assets. With markets that are increasingly volatile, and asset classes that are more correlated than ever, the investment toolkit needs to be rethought.

Enter Milliman Managed Risk Investing, a protection strategy designed to help a portfolio weather difficult and volatile markets. Managed risk investing seeks to reduce risk when risk increases. It's that simple; and that powerful. The animated video below explains in simple terms how the strategy works.

Beyond Asset Allocation
The PRAG Managed Risk Strategies™, in collaboration with Milliman, use mathematical (rules-based) allocation methods to forecast and monitor market volatility, moving between a "risky asset," like stocks, to a "riskless asset" such as cash or cash equivalents. The Milliman approach provides an intelligent portfolio risk management strategy that seeks to:

   • stabilize portfolio volatility around a target level,

   • capture growth in up markets, and

   • defend against losses during sustained market declines.*

Managed risk investing has grown exponentially since its inception following the global financial crisis. Today, managed risk investments totaling more than $300 billion in assets, work collectively to bring fundamental risk management tools to institutions and invdividuals. Large insurance companies that write variable annuities with investment guarantees, asset managers, and large institutional investors rely on managed risk strategies to navigate marktet risk and stabilize volatility.

The PRAG Managed Risk ESG Strategy™, a portfolio of socially responsible and impact investing mutual funds, and the internationally focused PRAG Managed Risk Global ETF Strategy™, both in partnership with Milliman, bring institutional quality risk management to the individual investor.

Milliman: Global Risk Management
Milliman FRM headquartered in the U.S., is a subsidiary of Milliman, Inc. which has some 6 million clients, over 2,300 employees, and 51 offices worldwide. Trading desks in Sydney, London, and Chicago monitor portfolio activities as markets move around the globe.

Find out if one of these strategies is right for you by talking with one of our associates. (see the Domestic and International Associate directories on the left side of this page).

*Disclaimer:
Investing in the PRAG Managed Risk Strategies™ involve risks including the possible loss of principal. The strategies is not intended to be a complete investment program and many factors can affect the performance over time. Investors should carefully consider their investment objectives, along with the risks, charges and expenses of the program. While the strategies are designed to reduce volatility in the portfolio, performance may vary based on when an investor enters the program. There can be no assurance that the goals intended for this program will be attained. Past performance is not a guarantee of future results. The strategies use cash or cash equivalents adjusted dynamically to enhance capital preservation. Talk to one of our advisors for additional information. Participation in this program requires an Investment Management Agreement and an investor risk profile.


Financila Planning

Beyond Asset Allocation

    managed risk


Through the PRAG Managed Risk ESG Strategy™ socially and environmentally responsible investors now have access to institutional quality risk management that goes beyond asset allocation and actively manages accounts for changing market conditions.

The PRAG Managed Risk Global ETF Strategy™ combines a globally focused ETF portfolio with the ability to monitor portfolio risk and likewise react to specific changes in the market to effectively target a predetermined portfolio volatility level, accurately maintain it over time, and keep it from increasing significantly during periods of market turbulence.*

Let's Talk
Find out if one of these strategies is the right approach for you by talking with one of our associates. (See the Domestic and International Associate directories on the left side of this page)



High Impact Investments

PRAG Managed Risk ESG Strategy™
Postcard

High Impact Investments
PRAG Managed Risk Global Strategy™
Postcard

High Impact Investments
Milliman Managed Risk Strategy

High Impact Investments
The Sequence-of-Returns Effect