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.

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

Service Providers:
Envestnet Asset Management, Inc.

Advisor Documents:

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Portfolio Management Services for Cross-Border Clients

Private Wealth Management
We help clients plan and manage diversified portfolios tailored to each individual's needs. A thorough knowledge of the special concerns of cross-border clients investing in multi-currencies has given Portfolio Resources it's well-deserved reputation among clients and global financial institutions. (Trading Relations)

Private Equity / Private Debt
In an environment of prolonged artificially low interest rates, excessive money printing by central banks and inflation, alternative investments such as private equity and private debt have historically served as an important diversification from public financial markets, and a hedge for traditional equity and fixed income portfolios. The illiquity premium available through private offerings can help mitigate against both low yielding investments, market volatility, and inflation.

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. Cross-border clients have the added advantage of access to offshore feeder-funds with no U.S. withholding taxes on dividends and interest. The premier alternative investment platform, iCapital, is available through PRAG's relationship with Envestnet Asset Managementt.

Impact Investing
The Impact Investing Division of Portfolio Resources also makes available investment programs for clients worldwide through multiple manager diversification including mutual funds, and Exchange Traded Fund (ETF) portfolios that meet certain client environmental and ethical criteria.

Minimum investments in the Private Wealth Management program start as low as US$50,000 and may where appropriate 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.

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Management Programs

The Premier Advisor Platform
PRAG has a strategic relationship with Envestment Asset Management, Inc., the premier money management technology platform servicing over US$5 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.

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