06018722 is referenced by 361 patents and cites 15 patents.

A computer implemented expert securities portfolio investment management system which operates as Registered Investment Advisor. The system automatically defines personal customer objectives, designs individualized investment portfolios, adjusts portfolios for economic environment, researches and selects specific securities, evaluates and determines the proper time to buy and sell customer securities, generates orders to buy and sell customer securities, updates customer account information and provides tax and performance reports. Research data and personal account information are updated on a timely, periodic basis.

Title
S.E.C. registered individual account investment advisor expert system
Application Number
229469
Publication Number
6018722
Application Date
June 19, 1997
Publication Date
January 25, 2000
Inventor
Carol Andrews Ray
Lancaster
PA, US
George Richard Koelsch
Lancaster
PA, US
Kenneth S Ray
Lancaster
PA, US
Agent
Ratner & Prestia
Assignee
AExpert Advisory
PA, US
IPC
G06F 17/60
View Original Source