Patents Assigned to Folio Trade LLC
  • Method and system for enabling smaller investors to manage risk in a self-managed portfolio of assets/liabilities
    Patent number: 6360210
    Abstract: A computer-based system is disclosed for reducing risk, including market risk, for a given portfolio, by examining the expected risk, pricing it, and transferring some or all of it in exchange for consideration, which can be either cash, other property or part of the opportunity cost forgone in connection with or an assignment of part of the portfolio.
    Type: Grant
    Filed: February 12, 1999
    Date of Patent: March 19, 2002
    Assignee: Folio Trade LLC
    Inventor: Steven M. H. Wallman