Individually managed accounts with multiple style allocation options
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United States of America Patent
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N/A
Issued Date -
Sep 26, 2002
app pub date -
Jan 16, 2001
filing date -
Jan 16, 2001
priority date (Note) -
Abandoned
status (Latency Note)
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Abstract
In a method for managing investments, a style allocation is selected for an investor through at least one of a series of individually managed accounts. A capability is provided for the style allocation to include a stylized portfolio. A capability is provided for the style allocation to include a model portfolio. This includes determining a growth strategy that provides an acceptable expected return with an acceptable risk for the investor, based on information about the investor. A capability is provided for the style allocation to include an industry sector portfolio. This type of portfolio allows an investor to specify one or more specific industries in which to invest his or her assets. Any combination of one or more of the style allocations described above may be selected. An individually managed account (IMA) is provided for the investor, the IMA using the selected style allocation.
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