Issued Patents All Time
Showing 1–2 of 2 patents
| Patent # | Title | Co-Inventors | Date |
|---|---|---|---|
| 7860774 | System and method for providing financial advice for an investment portfolio | James Peterson, Jeremiah H. Chafkin | 2010-12-28 |
| 7016873 | System and method for tax sensitive portfolio optimization | James Peterson, Christopher Kleinbauer, Bill D. McDonald | 2006-03-21 |