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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

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, PRAG, CISO - Ext. 404
Monica Vaca, Operations Manager - Ext. 409
Cristina Sosa, Operations - Ext. 415
Maria M. Fernandez, Operations - Ext. 416
Ramon Abascal, Operations - Ext. 414
Mariela Torres, Compliance - Ext. 700
Belkis Jorge, PRAG Operations - Ext. 403
Nora Camejo, PRAG Operations - Ext. 417

Advisory Council
Jose M. Maraver, Director - Ext. 407
Carmen Elena Sosa, Ext. 422
Douglas Goldstein, CFP®, Ext. 500
José Gonzalo Muci, Ext. 420
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
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

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
Master Compliance
Milliman, Inc.
Pershing LLC.
Pinnacle Insurance
Schwab Institutional
TDAmeritrade Institutional

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We are not responsible for their content.



Envestnet Institute

Envestnet Advisor Summit



The Art of Achieving Your Financial Goals

Financial Wellness
How to invest your financial assets is one of the most important decisions you and your family will make during your lifetime. Yet many people neither establish clear goals, nor a plan for the future. In fact, many people spend more time researching what automobile or cell phone to buy, than how to invest their savings.

Some investors assume that they can do everything on their own, despite their busy schedules. Many turn to a broker whose recommendations are at times driven by the need to generate commissions. These approaches tend to result in random investment decisions, lack a proper strategy, and usually result in unnecessary levels of risk.

Time is Your Friend
Our fee-based team of independent financial advisors will help you put
together a realistic plan. Time is your friend in creating wealth through a disciplined investment program. The sooner you begin and the longer you are invested, the higher your potential for success. We analyze your short, medium and long-term goals and then establish the parameters of an investment program geared to achieving those objectives within the risk level appropriate for you.

The video below illustrates how small incremental steps can lead, over time, to big results that may now seem insurmountable.

Likewise, the corrollary is true: What seemed like an insignificant "tail event," such as the relatively small sub-prime mortgage market, actually brought down global financial markets with the same dynamics as the dominoes in the video. The experience gained from the financial meltdown of 2008 led to the development of the PRAG Managed Risk Strategy™ which brings institutional quality risk management to small investors. Managing volatility in equity portfolios is a necessary additional element to sound asset allocation and diversification.

The Premier Money Management Platform
Our strategic relationship with Envestnet Asset Management, Inc., and other money management platforms, gives you access to the best institutional and independent money managers in the financial services industry. While many of these managers have portfolio minimums as high as $10 million per client, through PRAG, you can access their expertise with as little as $100,000. Smaller levels of investable assets can take advantage of mutual fund and ETF portfolios - all of them with active management and supervision. Envestnet also provides performance reporting and billing for all advisory clients.

Looking Out for Your Investments
Once we have established the right investment program with you, we carefully monitor your assets with state-of-the-art portfolio management software and the best institutional, as well as, independent research available. With no investment banking conflicts of interest, our recommendations are based solely on what we believe to be in the best interest of our clients.


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 or TDAmeritrade 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.