Patents by Inventor John M. Blaser

John M. Blaser has filed for patents to protect the following inventions. This listing includes patent applications that are pending as well as patents that have already been granted by the United States Patent and Trademark Office (USPTO).

  • Method and apparatus for leveraged tax efficient investment management
    Patent number: 8688550
    Abstract: A method and apparatus for automatically managing investment portfolios to substantially track a selected index and to automatically harvest tax losses is disclosed. Preferably, the system comprises an accounting system for maintaining tax lot information for individual accounts, an optimization system for rebalancing each account to substantially model the index and for harvesting tax losses, and a trading system for executing trades. Each investor owns the securities in his account, and therefore, harvested losses can be used to offset capital gains. The period between successive optimization procedures is selected to avoid application of the internal revenue service wash sale rules.
    Type: Grant
    Filed: December 8, 2003
    Date of Patent: April 1, 2014
    Assignee: BMO Financial Corp.
    Inventors: David W. Schulz, John M. Blaser, Daniel Patrick Brown, Todd Hanson
  • Method and apparatus for tax efficient investment management
    Patent number: 6687681
    Abstract: A method and apparatus for automatically managing investment portfolios to substantially track a selected index and to automatically harvest tax losses is disclosed. Preferably, the system comprises an accounting system for maintaining tax lot information for individual accounts, an optimization system for rebalancing each account to substantially model the index and for harvesting tax losses, and a trading system for executing trades. Each investor owns the securities in his account, and therefore, harvested losses can be used to offset capital gains. The period between successive optimization procedures is selected to avoid application of the internal revenue service wash sale rules.
    Type: Grant
    Filed: May 28, 1999
    Date of Patent: February 3, 2004
    Assignee: Marshall & Ilsley Corporation
    Inventors: David W. Schulz, John M. Blaser, Daniel Patrick Brown, Todd Hanson