Patents Represented by Attorney Farella Braun & Martel LLP

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  • System and method for tax sensitive portfolio optimization
    Patent number: 7016873
    Abstract: A method and apparatus are provided which account for tax impact in predicting investment return. Data for taxable investments, data for non-taxable investments and investor data are received and an optimization is performed which includes all of these data. An investment recommendation is provided to the investor based on the optimization.
    Type: Grant
    Filed: September 5, 2000
    Date of Patent: March 21, 2006
    Assignee: Charles Schwab & Co., Inc.
    Inventors: James Peterson, Christopher Kleinbauer, Paul-Charles A. Pietranico, Bill D. McDonald