S.E.C. registered individual account investment advisor expert system
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United States of America Patent
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-
Jan 25, 2000
Issued Date -
N/A
app pub date -
Jun 19, 1997
filing date -
Apr 18, 1994
priority date (Note) -
Expired
status (Latency Note)
Importance
Abstract
A computer implemented expert securities portfolio investment management system which operates as Registered Investment Advisor. The system automatically defines personal customer objectives, designs individualized investment portfolios, adjusts portfolios for economic environment, researches and selects specific securities, evaluates and determines the proper time to buy and sell customer securities, generates orders to buy and sell customer securities, updates customer account information and provides tax and performance reports. Research data and personal account information are updated on a timely, periodic basis.
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