Issued Patents All Time
Showing 1–3 of 3 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, Lavinia Shao-Hui Zyvith, Reo A. Gonzales +1 more | 2010-10-26 |
| 7809624 | Drift determination in multi-style managed client investment account | Charles Smith, Michael Everett, Danette Kay Ponce, Lavinia Shao-Hui Zyvith, Reo A. Gonzales +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, Lavinia Shao-Hui Zyvith, Reo A. Gonzales +1 more | 2010-06-01 |