| 8725614 |
Creating and maintaining a payout-ready portfolio within an investment plan to generate a sustainable income stream |
Jason S. Scott, Shinichiro Inoue, Jeffrey N. Maggioncalda, David Ramirez, Wei-Yin Hu +3 more |
2014-05-13 |
| 8521633 |
Creating and maintaining a payout-ready portfolio within an investment plan to generate a sustainable income stream |
Jason S. Scott, Shinichiro Inoue, Jeffrey N. Maggioncalda, David Ramirez, Wei-Yin Hu +3 more |
2013-08-27 |
| 8200561 |
Tax-aware asset allocation |
Jason S. Scott, Joshua D. Schwab, Wei-Yin Hu, James W. Shearer |
2012-06-12 |
| 7983975 |
Financial advisory system |
Christopher L. Jones, William F. Sharpe, Jason S. Scott, Jeff N. Maggioncalda, Geert Bekaert +2 more |
2011-07-19 |
| 7813989 |
Financial goal planning and analysis system |
Christopher L. Jones, William F. Sharpe, Jason S. Scott, Jeff N. Maggioncalda, Geert Bekaert +2 more |
2010-10-12 |
| 7788155 |
Financial advisory system |
Christopher L. Jones, William F. Sharpe, Jason S. Scott, Jeff N. Maggioncalda, Geert Bekaert +2 more |
2010-08-31 |
| 7321871 |
Enhancing utility and diversifying model risk in a portfolio optimization framework |
Jason S. Scott, Christopher L. Jones, James W. Shearer |
2008-01-22 |
| 7249081 |
Load aware optimization |
James W. Shearer, Jason S. Scott |
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, Jason S. Scott, Jeff N. Maggioncalda, Geert Bekaert +2 more |
2006-03-21 |
| 6292787 |
Enhancing utility and diversifying model risk in a portfolio optimization framework |
Jason S. Scott, Christopher L. Jones, James W. Shearer |
2001-09-18 |
| 6125355 |
Pricing module for financial advisory system |
Geert Bekaert, Steven R. Grenadier, Christopher L. Jones, Jason S. Scott |
2000-09-26 |
| 6021397 |
Financial advisory system |
Christopher L. Jones, William F. Sharpe, Jason S. Scott, Jeff N. Maggioncalda, Geert Bekaert +2 more |
2000-02-01 |
| 5067162 |
Method and apparatus for verifying identity using image correlation |
Edward Driscoll, Jr., Craig O. Martin, Kenneth Ruby, James John Curtis Russell |
1991-11-19 |