My Brokerage Account | My Managed Account
Info
Contact Us
Portfolio Resources Group, Inc.
800 Brickell Avenue, Suite 903
Miami, Florida 33131

Voice: 305-372-0299
Fax: 305-372-0499
info@prg-group.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, Managed Accounts - Ext. 403
Margeli Requejado, Cashiering - Ext. 401
Ilana Vaca, New Accounts - Ext. 402
Nancy Baquero, VP, Special Projects - Ext. 404
Juan I. Sosa Vera, VP, Intl. Markets - Ext. 413
Advisory Council
Douglas Goldstein, CFP®
Dr. Manuel Lasaga, Ph.D.
Thomas L. Moser, CFP®
Catherine Scheib, GP
Domestic Associates
Foster Financial Services
Stephen Foster, CFP®, ChFC
Uniwealth Advisors
Stefano Fanfani
Laverty Group - Impact Investing Division
J. Christopher Cogswell, AIF®
Ann-Marja Lander, CFP®
Brian T. Laverty
Joyce K. Moore, ChFC, LUTCF
Thomas L. Moser, CFP®
Catherine Scheib, GP
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
Andrea Mancini
Rachel Weiss
Profile Investment Services
Douglas Goldstein, CFP®
Naomi Grossman
Sandy Ohana
Yoram Ohana
Nechama Zecharia

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
Cynergi Capital Management
Carlos Rizzolo
Selected Assets Management
Gustavo Degwitz
Caracas
Caleb White

Barquisimeto, Venezuela
Barquisimeto
Miguel Salvati
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
RC Securities
www.advisor.envestnet.com
CNL Healthcare Trust
CNL Corporate Capital Trust
www.everbankadvisor.com
www.financialservices.org
www.globalrelay.com
www.InCapital.com
www.ishares.com
www.mastercompliance.com
www.schwabinstitutional.com
www.socialfunds.com
www.socialk.com
DST Vision
TDAmeritrade Institutional
American Express®
American Express Our partnership with American Express® gives our Caribbean and Latin American clients access to the International Dollar Rewards Gold and Platinum                      Cards.Click here for more information


join us

The Art of Achieving Your Financial Goals

Our Vision
We look at the world differently. Integrity and independence go hand in hand. To make money, you need access to good information, a plan that works over the long run, and professional management. There are clearly no government regulations that can protect you from ill-conceived complex financial products, or bad advice. It is therefore important to invest through advisors who share your ethical principles and values. While technology may have changed, there is an old adage which has stood the test of time: caveat emptor (buyer beware). We firmly believe that the best client is an informed client.

Independence
The role of much of the media is to entice viewers by portraying the world either through the prism of "doom and gloom," or the rose-colored glasses of instant wealth from yet another fad. We help you cut through both the hype and the short-term myopia which stand in the way of accumulating wealth.

About Us
We are the Portfolio Resources group of companies, an association of independent investment professionals with a common purpose: to give you access to the best thinking and proven portfolio managers to help you realize your financial goals. Portfolio Resources Group, Inc., is a FINRA, SIPC, MSRB, SIFMA, and FSI member broker/dealer with clients throughout the United States and in more than 10 countries. Capital Management Resources Ltd. is a British Virgin Islands (BVI) asset management firm serving international clients. Contact one of our associates today.

Map Guide: Double click area of map to zoom in, or select an icon and then use "plus" or "minus" signs to zoom in or out. Multiple associates in an area become visible only upon zooming in.


Video

Join Us

The Premier Platform
The PRG Group of companies are providing investors worldwide with the tools they need to succeed. Through access to the premier portfolio management platforms, and leading independent managers, we are leveling the playing field for the small and medium investor.

Clients
For independent advice and clear thinking to help plan your financial future, join our growing list of successful investors.

Advisors
If you are looking for the support of like-minded independent professionals working together in a collaborative atmosphere to provide clients the advice they need to succeed, come join us.