Issued Patents All Time
Showing 1–20 of 20 patents
| Patent # | Title | Co-Inventors | Date |
|---|---|---|---|
| 9978103 | Method and apparatus for portfolio trading using margin | — | 2018-05-22 |
| 8275690 | Method and apparatus for enabling smaller investors or others to create and manage a portfolio of securities or other assets or liabilities on a cost effective basis | — | 2012-09-25 |
| 8099344 | Method and apparatus for enabling individual or smaller investors or others to create and manage a portfolio of securities or other assets or liabilities on a cost effective basis | — | 2012-01-17 |
| 8086514 | Method and apparatus for rebalancing an investment portfolio using a portfolio investment system | — | 2011-12-27 |
| 8078490 | Method and apparatus for corporate voting | — | 2011-12-13 |
| 7844538 | Method and apparatus for trading securities or other instruments | — | 2010-11-30 |
| 7685046 | Method and apparatus for enabling individual or smaller investors or others to create and manage a portfolio of securities or other assets or liabilities on a cost effective basis | — | 2010-03-23 |
| 7640182 | Method and apparatus for corporate voting | — | 2009-12-29 |
| 7552082 | Method and apparatus for enabling individual or smaller investors or others to create and manage a portfolio of securities or other assets or liabilities on a cost effective basis | — | 2009-06-23 |
| 7546267 | Method and apparatus for enabling individual or smaller investors or others to create and manage a portfolio of securities or other assets or liabilities on a cost effective basis | — | 2009-06-09 |
| 7117176 | Method and apparatus for enabling individual or smaller investors or others to create and manage a portfolio of securities or other assets or liabilities on a cost effective basis | — | 2006-10-03 |
| 7110971 | Method and apparatus for enabling individual or smaller investors or others to create and manage a portfolio of securities or other assets or liabilities on a cost effective basis | — | 2006-09-19 |
| 7047218 | Method and apparatus for trading securities or other instruments on behalf of customers | — | 2006-05-16 |
| 6996539 | Method and apparatus for enabling smaller investors or others to create and manage a portfolio of securities or other assets or liabilities on a cost effective basis | — | 2006-02-07 |
| 6801199 | Method and apparatus for interacting with investors to create investment portfolios | — | 2004-10-05 |
| 6601044 | Method and apparatus for enabling individual or smaller investors or others to create and manage a portfolio of securities or other assets or liabilities on a cost effective basis | — | 2003-07-29 |
| 6516303 | Method, system, and apparatus for managing taxable events within a portfolio | — | 2003-02-04 |
| 6360210 | Method and system for enabling smaller investors to manage risk in a self-managed portfolio of assets/liabilities | — | 2002-03-19 |
| 6338047 | Method and system for investing in a group of investments that are selected based on the aggregated, individual preference of plural investors | — | 2002-01-08 |
| 6161098 | Method and apparatus for enabling small investors with a portfolio of securities to manage taxable events within the portfolio | — | 2000-12-12 |