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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
Ramon Abascal, Asst. Operations - Ext. 401
Reinaldo Moleiro, Asst. Operations - Ext. 402
Nancy Baquero, VP - 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®
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

Advisor Group

Capital Management Resources Ltd. (CMR), is a BVI investment advisor with clients in more than 10 countries. Through our U.S. affiliate, Portfolio Resources Advisor Group, Inc. (PRAG),
a Registered Investment Advisor (RIA), we provide services to U.S. domestic clients and U.S. citizens living overseas.

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

Service Providers:
Envestnet Asset Management, Inc.

Advisor Documents:

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


Investment

Expatriate Guide

Envestnet Advisor Summitenvestnet

Envestnet Institute

p2group

Think Advisor

Investment Advisor

Center

Portfolio Management Services for International Clients

Private Wealth Management
Capital Management Resources (CMR) 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. To date, the group has executed more than US$ 5 billion in securities transactions for its clients.

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 Capital Management and Portfolio Resources their well-deserved reputation among global financial institutions. (Trading Relations)

More than 900 independent and institutional portfolio managers with specific management styles and areas of expertise such as equities, fixed-income, and real estate investment trusts (REITsprovide clients the solutions they need.

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 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. The PRAG Managed Risk SRI Strategy™ provides a capital protection strategy to socially responsible, environmental, and governance sensitive portfolio assets.

Minimum investments in the Private Wealth Management program start as low as US$50,000 and utilize an all inclusive "wrap fee" approach. Capital Management provides quarterly performance reports benchmarked to the appropriate indices. Performance and investing activity may be viewed directly on the CMR 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.

Center
Financila Planning
Video

Brochures

The Premier Advisor Platform
Capital Management has a strategic relationship with Envestment Asset Management, Inc., the premier money management technology platform servicing over US$426 billion in assets.

The Separate Managed Account Program (SMA) is for clients with US$100,000 or more in investable asset: CMR 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: CMR 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
J. Christopher Cogswell, AIF®, CFS®
Douglas Goldstein, CFP®
Aaron Katsman
Dr. Manuel Lasaga, Ph.D
Thomas L. Moser, CFP®
Miguel Octavio
Carolina White

See our complete list of associates to find the one that best suits your needs.