Data processing: financial – business practice – management – or co – Automated electrical financial or business practice or... – Finance
Reexamination Certificate
2004-06-03
2010-06-15
Hamilton, Lalita M (Department: 3691)
Data processing: financial, business practice, management, or co
Automated electrical financial or business practice or...
Finance
C705S035000
Reexamination Certificate
active
07739183
ABSTRACT:
The Portfolio Management System of the present invention is a sophisticated means of automating the management of client's investment portfolios. The Portfolio Management System of present invention creates a system that sets a plurality of floor levels with variable liquidation percentages. Additionally, a plurality of dynamic proportional stop loss settings that may have variable liquidation percentages may be incorporated. The combination of these creates a preferred embodiment of the present invention that is effective at protecting an investor's principle and allowing it to grow. The Portfolio Management System of the present invention may be comprised of several distinct modules in a variety of configurations. The overall system provides for the use of financial planning and time value of money calculations to determine the growth rate needed for a client. The client can then decide that they want a higher or lower rate. The client's target growth rate (TGR) is then used to develop a target asset allocation designed to achieve the client's TGR. A buy and/or sell risk tolerance is also assigned at the security, account and/or client level. The system then continuously monitors any existing investments, the balances of the accounts, and the variance between the actual and target portfolios and generates buy or sell alerts based on market movements.
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Ali Velshi, “Buy & Sell Strategy Advice/Call-In, CNNfn”, CNNFN News, Journal Code: WCFN, Feb. 4, 2004.
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Chang Edward
Hamilton Lalita M
White-Walker & Walker, LLC
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