Patents Represented by Attorney White-Walker & Walker, LLC
  • Patent number: 7739183
    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.
    Type: Grant
    Filed: June 3, 2004
    Date of Patent: June 15, 2010
    Inventor: Jeffrey D. Voudrie