Issued Patents All Time
Showing 1–12 of 12 patents
| Patent # | Title | Co-Inventors | Date |
|---|---|---|---|
| 8725614 | Creating and maintaining a payout-ready portfolio within an investment plan to generate a sustainable income stream | Shinichiro Inoue, Jeffrey N. Maggioncalda, David Ramirez, Wei-Yin Hu, John G. Watson +3 more | 2014-05-13 |
| 8521633 | Creating and maintaining a payout-ready portfolio within an investment plan to generate a sustainable income stream | Shinichiro Inoue, Jeffrey N. Maggioncalda, David Ramirez, Wei-Yin Hu, John G. Watson +3 more | 2013-08-27 |
| 8200561 | Tax-aware asset allocation | Joshua D. Schwab, John G. Watson, Wei-Yin Hu, James W. Shearer | 2012-06-12 |
| 7983975 | Financial advisory system | Christopher L. Jones, William F. Sharpe, John G. Watson, Jeff N. Maggioncalda, Geert Bekaert +2 more | 2011-07-19 |
| 7813989 | Financial goal planning and analysis system | Christopher L. Jones, William F. Sharpe, John G. Watson, Jeff N. Maggioncalda, Geert Bekaert +2 more | 2010-10-12 |
| 7788155 | Financial advisory system | Christopher L. Jones, William F. Sharpe, John G. Watson, Jeff N. Maggioncalda, Geert Bekaert +2 more | 2010-08-31 |
| 7321871 | Enhancing utility and diversifying model risk in a portfolio optimization framework | Christopher L. Jones, James W. Shearer, John G. Watson | 2008-01-22 |
| 7249081 | Load aware optimization | James W. Shearer, John G. Watson | 2007-07-24 |
| 7016870 | Identifying a recommended portfolio of financial products for an investor based upon financial products that are available to the investor | Christopher L. Jones, William F. Sharpe, John G. Watson, Jeff N. Maggioncalda, Geert Bekaert +2 more | 2006-03-21 |
| 6292787 | Enhancing utility and diversifying model risk in a portfolio optimization framework | Christopher L. Jones, James W. Shearer, John G. Watson | 2001-09-18 |
| 6125355 | Pricing module for financial advisory system | Geert Bekaert, Steven R. Grenadier, Christopher L. Jones, John G. Watson | 2000-09-26 |
| 6021397 | Financial advisory system | Christopher L. Jones, William F. Sharpe, John G. Watson, Jeff N. Maggioncalda, Geert Bekaert +2 more | 2000-02-01 |