PORTFOLIO RESOURCES GROUP, INC.
CORAL GABLES, FLORIDA

Portfolio Resources Group, Inc. is a distinguished consortium of independent investment professionals dedicated to providing clients with access to premier portfolio managers and strategic financial insights. Headquartered in Coral Gables, Florida, within the Miami-Dade County jurisdiction, Portfolio Resources Group functions as an open architecture platform, facilitating informed and values-aligned investment decisions for diverse asset owners. Since its incorporation on November 18, 1992 (File No. P92000005967), the company has built a robust reputation as a leading provider of investment management services. It maintains stringent principles emphasizing transparency, integrity, and client-centric advising. These core tenets guide their approach towards helping clients navigate complex financial landscapes by leveraging access to highly skilled portfolio managers with proven track records. Headquartered at 4000 Ponce de Leon Blvd., Suite 670, Coral Gables, Florida (ZIP Code: 33146), Portfolio Resources Group serves a wide array of entities including individuals and institutional investors, ensuring alignment of investments with long-term financial aspirations. The organization prides itself on its independent advisory model rooted in rigorous ethical standards and professional management practices. The leadership team consists of notable figures such as President Antonio Ceo Camejo and Directors Jose M Maraver and Juan Icoo Sosa, who collectively steer the company's strategic direction and growth initiatives. Operating under a Florida Domestic Office Management Professional (DOMP) status with registration number 650370652, Portfolio Resources Group prioritizes education over sensationalism, eschewing short-term market trends in favor of well-informed investment decisions grounded in diligent analysis. As an associate group under BNY Mellon—the Investments Company for the World—Portfolio Resources Group benefits from a legacy of innovation and steadfast client service. Their website, portfolioresourcesgroup.com, offers further insights into their methodologies and commitment to fostering enduring financial success across all client interactions.