Patents by Inventor Milton J. Wolfson

Milton J. Wolfson 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).

  • Systems and methods for controlling portfolios
    Patent number: 8095446
    Abstract: Systems and methods are disclosed which relate to the management of asset invested in a fund. The system includes a computer connected to a network which has constantly updated fund data available to compare a current fund with a plurality of possible new funds. The system automatically transfers from one fund to another according to user predetermined criteria.
    Type: Grant
    Filed: November 7, 2007
    Date of Patent: January 10, 2012
    Inventors: Zachary Miller Green, Milton J. Wolfson
  • Systems and Methods for Controlling Portfolios
    Publication number: 20090119227
    Abstract: Systems and methods are disclosed which relate to the management of asset invested in a fund. The system includes a computer connected to a network which has constantly updated fund data available to compare a current fund with a plurality of possible new funds. The system automatically transfers from one fund to another according to user predetermined criteria.
    Type: Application
    Filed: November 7, 2007
    Publication date: May 7, 2009
    Inventors: Zachary Miller Green, Milton J. Wolfson