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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
Alfonso J. Maraver, VP Legal & Compl. - Ext. 413

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, 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
Miguel Octavio
Domestic Associates
Foster Financial Services
Stephen Foster, CFP®, ChFC®, LUTCF®
Uniwealth Advisors
Stefano Fanfani
Grupo SAM
Policarpo Rodriguez

Impact Investing Division
Joyce K. Moore, ChFC®, LUTCF®
Thomas L. Moser
International Associates
Jerusalem, Israel
Lighthouse Capital Ltd.
Aaron Katsman
Tali Golan
Rachel Weiss

Profile Investment Services, Ltd.
Douglas Goldstein, CFP®
Sandy Ohana
Yoram Ohana
BatSheva Goldstein

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
TDAmeritrade Institutional

Advisor Group

Portfolio Resources Advisor Group, Inc. (PRAG), an SEC Registered Investment Adviser (RIA), we provide services to U.S. and international clients, as well as, U.S. citizens living overseas.

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

Service Providers:
Envestnet Asset Management, Inc.

Advisor Documents:

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Expatriate Guide

Envestnet Advisor Summitenvestnet

Envestnet Institute


Think Advisor

Investment Advisor


Portfolio Management Services for International Clients

Private Wealth Management
Portfolio Resources Advisor Group (PRAG) provides a variety of portfolio management solutions through its Private Wealth Management Program to meet the needs of international investors. We have been managing institutional and individual investment portfolios since the Portfolio Resources group of companies was founded in 1991.

Among our clients are international banks, corporations, and non-resident alien (NRA) private individuals. We help clients plan and manage diversified portfolios tailored to each individual's needs. A thorough knowledge of the special concerns of international clients investing in multi-currencies has given Portfolio Resources it's well-deserved reputation among global financial institutions. (Trading Relations)

Commercial Real Estate REITs
In an environment of artificially low interest rates and possible future inflation, commercial real estate has historically served as a source of rental income and a hedge against inflation. Real estate tends to go through cycles affected by both the state of the economy, as well as, demographics. Timing, therefore, can be important and such investments may not be appropriate for everyone. Many international clients, however, are attracted to the opportunity of owning a diversified portfolio of prime commercial real estate, both in the U.S. and in Europe, that provides monthly income and the possibility of long term capital appreciation. In times of market volatility, private real estate can represent a more stable, uncorrelated investment. Speak with one of our associates to better understand both the risks and opportunities involved in registered non-traded and traded Real Estate Investment Trusts (REITs) and if this type of investment is appropriate for you within a diversified managed portfolio, or in a regular brokerage account.

Sustainable and Socially Responsible Investing
The Impact Investing Division of Portfolio Resources also makes available sustainable investments programs for clients worldwide with multiple manager diversification including mutual funds, and Exchange Traded Fund (ETF) portfolios.

Minimum investments in the Private Wealth Management program start as low as US$50,000 and utilize an all inclusive "wrap fee" approach. PRAG provides quarterly performance reports benchmarked to the appropriate indices. Performance and investing activity may be viewed directly on the PRAG website managed in association with Envestnet Asset Management, Inc., the premier money management technology platform in the financial services industry.

Contact one of our international Associates for a free consultation.

Financila Planning


The Premier Advisor Platform
PRAG has a strategic relationship with Envestment Asset Management, Inc., the premier money management technology platform servicing over US$2 trillion in platform assets.

The Separate Managed Account Program (SMA) is for clients with US$100,000 or more in investable asset: PRAG SMA Program

The Managed Mutual Fund & Exchange Traded Fund (ETF) Program is for clients starting with as little as US$50,000 in investable asset: PRAG MF & ETF Program

Contact one of our international Associates or our Main Office for a free consultation.


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.