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Patent applications and USPTO patent grants for Gonzales; Reo A..The latest application filed is for "systems, methods, and computer program products for adjusting the assets of an investment account".
Patent | Date |
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Distribution of cash deposits and withdrawals in multi-style managed client investment accounts Grant 7,822,667 - Smith, III , et al. October 26, 2 | 2010-10-26 |
Drift determination in multi-style managed client investment account Grant 7,809,624 - Smith, III , et al. October 5, 2 | 2010-10-05 |
Systems, Methods, And Computer Program Products For Adjusting The Assets Of An Investment Account App 20100191672 - Nanjundamoorthy; Hari ;   et al. | 2010-07-29 |
Coordinated rebalancing by money manager portfolio management systems and a master overlay manager portfolio management system Grant 7,729,969 - Smith, III , et al. June 1, 2 | 2010-06-01 |
Systems, methods, and computer program products for adjusting the assets of an investment account Grant 7,711,626 - Nanjundamoorthy , et al. May 4, 2 | 2010-05-04 |
Systems, methods, and computer program products for adjusting the assets of an investment account App 20080016010 - Nanjundamoorthy; Hari ;   et al. | 2008-01-17 |
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