Issued Patents All Time
Showing 1–4 of 4 patents
| Patent # | Title | Co-Inventors | Date |
|---|---|---|---|
| 7822667 | Distribution of cash deposits and withdrawals in multi-style managed client investment accounts | Charles Smith, Michael Everett, Danette Kay Ponce, Reo A. Gonzales, Heidi Renee Derstine +1 more | 2010-10-26 |
| 7809624 | Drift determination in multi-style managed client investment account | Charles Smith, Michael Everett, Danette Kay Ponce, Reo A. Gonzales, Heidi Renee Derstine +1 more | 2010-10-05 |
| 7729969 | Coordinated rebalancing by money manager portfolio management systems and a master overlay manager portfolio management system | Charles Smith, Michael Everett, Danette Kay Ponce, Reo A. Gonzales, Heidi Renee Derstine +1 more | 2010-06-01 |
| 7711626 | Systems, methods, and computer program products for adjusting the assets of an investment account | Hari Nanjundamoorthy, Charles Smith, Michele Pierdinock, William McKinney, Reo A. Gonzales +1 more | 2010-05-04 |