Patent | Date |
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Creating And Maintaining A Payout-ready Portfolio Within An Investment Plan To Generate A Sustainable Income Stream App 20140249985 - Scott; Jason S. ;   et al. | 2014-09-04 |
Creating and maintaining a payout-ready portfolio within an investment plan to generate a sustainable income stream Grant 8,725,614 - Scott , et al. May 13, 2 | 2014-05-13 |
Creating and maintaining a payout-ready portfolio within an investment plan to generate a sustainable income stream Grant 8,521,633 - Scott , et al. August 27, 2 | 2013-08-27 |
Creating And Maintaining A Payout-ready Portfolio Within An Investment Plan To Generate A Sustainable Income Stream App 20120185408 - Scott; Jason S. ;   et al. | 2012-07-19 |
Creating And Maintaining A Payout-ready Portfolio Within An Investment Plan To Generate A Sustainable Income Stream App 20120185407 - Scott; Jason S. ;   et al. | 2012-07-19 |
Tax-aware asset allocation Grant 8,200,561 - Scott , et al. June 12, 2 | 2012-06-12 |
Financial advisory system Grant 7,983,975 - Jones , et al. July 19, 2 | 2011-07-19 |
Financial goal planning and analysis system Grant 7,813,989 - Jones , et al. October 12, 2 | 2010-10-12 |
Financial advisory system Grant 7,788,155 - Jones , et al. August 31, 2 | 2010-08-31 |
Sampling Device And Method And System For Its Use App 20100089180 - Budd; Allan L. ;   et al. | 2010-04-15 |
Financial Goal Planning And Analysis System App 20090055327 - Jones; Christopher L. ;   et al. | 2009-02-26 |
Financial Advisory System App 20080235154 - Jones; Christopher L. ;   et al. | 2008-09-25 |
Enhancing utility and diversifying model risk in a portfolio optimization framework Grant 7,321,871 - Scott , et al. January 22, 2 | 2008-01-22 |
Load aware optimization Grant 7,249,081 - Shearer , et al. July 24, 2 | 2007-07-24 |
Continuous emissions monitoring App 20070092976 - Watson; John G. ;   et al. | 2007-04-26 |
Identifying a recommended portfolio of financial products for an investor based upon financial products that are available to the investor Grant 7,016,870 - Jones , et al. March 21, 2 | 2006-03-21 |
Financial advisory system App 20060010060 - Jones; Christopher L. ;   et al. | 2006-01-12 |
Enhancing utility and diversifying model risk in a portfolio optimization framework App 20030078867 - Scott, Jason S. ;   et al. | 2003-04-24 |
Load aware optimization App 20020002521 - Shearer, James W. ;   et al. | 2002-01-03 |
Enhancing utility and diversifying model risk in a portfolio optimization framework Grant 6,292,787 - Scott , et al. September 18, 2 | 2001-09-18 |
Pricing module for financial advisory system Grant 6,125,355 - Bekaert , et al. September 26, 2 | 2000-09-26 |
Financial advisory system Grant 6,021,397 - Jones , et al. February 1, 2 | 2000-02-01 |
Method and apparatus for verifying identity using image correlation Grant 5,067,162 - Driscoll, Jr. , et al. November 19, 1 | 1991-11-19 |
Offshore method Grant 4,073,157 - Aylmer , et al. February 14, 1 | 1978-02-14 |