S.E.C. registered individual account investment advisor expert s

Details S.E.C. registered individual account investment advisor expert s S.E.C. registered individual account investment advisor expert s

1997-06-19

2000-01-25

Poinvil, Frantzy

Data processing: financial, business practice, management, or co

Automated electrical financial or business practice or...

Finance

705 35, G06F 1760

Patent

active

060187220

ABSTRACT:
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.

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