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Total properties:
24
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|
|
|
Patent #:
|
|
Issue Dt:
|
02/07/2006
|
Application #:
|
09038158
|
Filing Dt:
|
03/11/1998
|
|
Title:
|
METHOD AND APPARATUS FOR ENABLING SMALLER INVESTORS OR OTHERS TO CREATE AND MANAGE A PORTFOLIO OF SECURITIES OR OTHER ASSETS OR LIABILITIES ON A COST EFFECTIVE BASIS
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|
|
|
|
Patent #:
|
|
Issue Dt:
|
07/29/2003
|
Application #:
|
09139020
|
Filing Dt:
|
08/24/1998
|
|
Title:
|
METHOD AND APPARATUS FOR ENABLING INDIVIDUAL OR SMALLER INVESTORS OR OTHERS TO CREATE AND MANAGE A PORTFOLIO OF SECURITIES OR OTHER ASSETS OR LIABILITIES ON A COST EFFECTIVE BASIS
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|
|
|
|
Patent #:
|
|
Issue Dt:
|
12/12/2000
|
Application #:
|
09153143
|
Filing Dt:
|
09/14/1998
|
|
Title:
|
METHOD AND APPARATUS FOR ENABLING SMALL INVESTORS WITH A PORTFOLIO OF SECURITIES TO MANAGE TAXABLE EVENTS WITHIN THE PORTFOLIO
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|
|
|
|
Patent #:
|
|
Issue Dt:
|
03/19/2002
|
Application #:
|
09249022
|
Filing Dt:
|
02/12/1999
|
|
Title:
|
METHOD AND SYSTEM FOR ENABLING SMALLER INVESTORS TO MANAGE RISK IN A SELF-MANAGED PORTFOLIO OF ASSETS/LIABILITIES
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|
|
|
|
Patent #:
|
|
Issue Dt:
|
01/08/2002
|
Application #:
|
09339299
|
Filing Dt:
|
06/24/1999
|
|
Title:
|
METHOD AND SYSTEM FOR INVESTING IN A GROUP OF INVESTMENTS THAT ARE SELECTED BASED ON THE AGGREGATED, INDIVIDUAL PREFERENCES OF PLURAL INVESTORS
|
|
|
|
|
Patent #:
|
|
Issue Dt:
|
10/05/2004
|
Application #:
|
09516791
|
Filing Dt:
|
03/01/2000
|
|
Title:
|
METHOD AND APPARATUS FOR INTERACTING WITH INVESTORS TO CREATE INVESTMENT PORTFOLIOS
|
|
|
|
|
Patent #:
|
|
Issue Dt:
|
05/16/2006
|
Application #:
|
09516792
|
Filing Dt:
|
03/01/2000
|
|
Title:
|
METHOD AND APPARATUS FOR TRADING SECURITIES OR OTHER INSTRUMENTS ON BEHALF OF CUSTOMERS
|
|
|
|
|
Patent #:
|
|
Issue Dt:
|
02/04/2003
|
Application #:
|
09688975
|
Filing Dt:
|
10/17/2000
|
|
Title:
|
METHOD, SYSTEM, AND APPARATUS FOR MANAGING TAXABLE EVENTS WITHIN A PORTFOLIO
|
|
|
|
|
Patent #:
|
NONE
|
Issue Dt:
|
|
Application #:
|
10421384
|
Filing Dt:
|
04/23/2003
|
|
Publication #:
|
|
Pub Dt:
|
12/11/2003
| | | | |
|
Title:
|
Method and apparatus for converting collectively owned investment accounts and pooled investment accounts and vehicles into individually owned accounts
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|
|
|
|
Patent #:
|
|
Issue Dt:
|
09/19/2006
|
Application #:
|
10435591
|
Filing Dt:
|
05/12/2003
|
|
Publication #:
|
|
Pub Dt:
|
11/06/2003
| | | | |
|
Title:
|
METHOD AND APPARATUS FOR ENABLING INDIVIDUAL OR SMALLER INVESTORS OR OTHERS TO CREATE AND MANAGE A PORTFOLIO OF SECURITIES OR OTHER ASSETS OR LIABILITIES ON A COST EFFECTIVE BASIS
|
|
|
|
|
Patent #:
|
|
Issue Dt:
|
10/03/2006
|
Application #:
|
10440142
|
Filing Dt:
|
05/19/2003
|
|
Publication #:
|
|
Pub Dt:
|
11/13/2003
| | | | |
|
Title:
|
METHOD AND APPARATUS FOR ENABLING INDIVIDUAL OR SMALLER INVESTORS OR OTHERS TO CREATE AND MANAGE A PORTFOLIO OF SECURITIES OR OTHER ASSETS OR LIABILITIES ON A COST EFFECTIVE BASIS
|
|
|
|
|
Patent #:
|
|
Issue Dt:
|
01/17/2012
|
Application #:
|
10627626
|
Filing Dt:
|
07/28/2003
|
|
Publication #:
|
|
Pub Dt:
|
02/05/2004
| | | | |
|
Title:
|
METHOD AND APPARATUS FOR ENABLING INDIVIDUAL OR SMALLER INVESTORS OR OTHERS TO CREATE AND MANAGE A PORTFOLIO OF SECURITIES OR OTHER ASSETS OR LIABILITIES ON A COST EFFECTIVE BASIS
|
|
|
|
|
Patent #:
|
|
Issue Dt:
|
03/23/2010
|
Application #:
|
10627646
|
Filing Dt:
|
07/28/2003
|
|
Publication #:
|
|
Pub Dt:
|
02/26/2004
| | | | |
|
Title:
|
METHOD AND APPARATUS FOR ENABLING INDIVIDUAL OR SMALLER INVESTORS OR OTHERS TO CREATE AND MANAGE A PORTFOLIO OF SECURITIES OR OTHER ASSETS OR LIABILITIES ON A COST EFFECTIVE BASIS
|
|
|
|
|
Patent #:
|
|
Issue Dt:
|
06/09/2009
|
Application #:
|
10627873
|
Filing Dt:
|
07/28/2003
|
|
Publication #:
|
|
Pub Dt:
|
02/05/2004
| | | | |
|
Title:
|
METHOD AND APPARATUS FOR ENABLING INDIVIDUAL OR SMALLER INVESTORS OR OTHERS TO CREATE AND MANAGE A PORTFOLIO OF SECURITIES OR OTHER ASSETS OR LIABILITIES ON A COST EFFECTIVE BASIS
|
|
|
|
|
Patent #:
|
|
Issue Dt:
|
06/23/2009
|
Application #:
|
10627921
|
Filing Dt:
|
07/28/2003
|
|
Publication #:
|
|
Pub Dt:
|
02/05/2004
| | | | |
|
Title:
|
METHOD AND APPARATUS FOR ENABLING INDIVIDUAL OR SMALLER INVESTORS OR OTHERS TO CREATE AND MANAGE A PORTFOLIO OF SECURITIES OR OTHER ASSETS OR LIABILITIES ON A COST EFFECTIVE BASIS
|
|
|
|
|
Patent #:
|
NONE
|
Issue Dt:
|
|
Application #:
|
10644891
|
Filing Dt:
|
08/20/2003
|
|
Publication #:
|
|
Pub Dt:
|
04/01/2004
| | | | |
|
Title:
|
Method and apparatus for portfolio trading using margin
|
|
|
|
|
Patent #:
|
|
Issue Dt:
|
12/29/2009
|
Application #:
|
11218589
|
Filing Dt:
|
09/06/2005
|
|
Publication #:
|
|
Pub Dt:
|
12/29/2005
| | | | |
|
Title:
|
METHOD AND APPARATUS FOR CORPORATE VOTING
|
|
|
|
|
Patent #:
|
|
Issue Dt:
|
11/30/2010
|
Application #:
|
11898150
|
Filing Dt:
|
09/10/2007
|
|
Publication #:
|
|
Pub Dt:
|
01/03/2008
| | | | |
|
Title:
|
METHOD AND APPARATUS FOR TRADING SECURITIES OR OTHER INSTRUMENTS
|
|
|
|
|
Patent #:
|
|
Issue Dt:
|
12/27/2011
|
Application #:
|
12378495
|
Filing Dt:
|
02/17/2009
|
|
Publication #:
|
|
Pub Dt:
|
10/08/2009
| | | | |
|
Title:
|
METHOD AND APPARATUS FOR REBALANCING AN INVESTMENT PORTFOLIO USING A PORTFOLIO INVESTMENT SYSTEM
|
|
|
|
|
Patent #:
|
|
Issue Dt:
|
05/22/2018
|
Application #:
|
12380181
|
Filing Dt:
|
02/24/2009
|
|
Publication #:
|
|
Pub Dt:
|
10/15/2009
| | | | |
|
Title:
|
Method and apparatus for portfolio trading using margin
|
|
|
|
|
Patent #:
|
NONE
|
Issue Dt:
|
|
Application #:
|
12476628
|
Filing Dt:
|
06/02/2009
|
|
Publication #:
|
|
Pub Dt:
|
11/05/2009
| | | | |
|
Title:
|
METHOD AND APPARATUS FOR ENABLING INDIVIDUAL OR SMALLER INVESTORS OR OTHERS TO CREATE AND MANAGE A PORTFOLIO OF SECURITIES OR OTHER ASSETS OR LIABILITIES ON A COST EFFECTIVE BASIS
|
|
|
|
|
Patent #:
|
|
Issue Dt:
|
12/13/2011
|
Application #:
|
12629556
|
Filing Dt:
|
12/02/2009
|
|
Publication #:
|
|
Pub Dt:
|
03/25/2010
| | | | |
|
Title:
|
METHOD AND APPARATUS FOR CORPORATE VOTING
|
|
|
|
|
Patent #:
|
|
Issue Dt:
|
09/25/2012
|
Application #:
|
12701286
|
Filing Dt:
|
02/05/2010
|
|
Publication #:
|
|
Pub Dt:
|
08/12/2010
| | | | |
|
Title:
|
METHOD AND APPARATUS FOR ENABLING SMALLER INVESTORS OR OTHERS TO CREATE AND MANAGE A PORTFOLIO OF SECURITIES OR OTHER ASSETS OR LIABILITIES ON A COST EFFECTIVE BASIS
|
|
|
|
|
Patent #:
|
NONE
|
Issue Dt:
|
|
Application #:
|
12725204
|
Filing Dt:
|
03/16/2010
|
|
Publication #:
|
|
Pub Dt:
|
09/16/2010
| | | | |
|
Title:
|
METHOD AND APPARATUS FOR CHARACTERIZING THE KEY PROPERTIES AND ANALYZING THE FUTURE PERFORMANCE OF AN INVESTMENT PORTFOLIO
|
|
