Abstract: A computer implemented expert securities portfolio investment management system which operates as Registered Investment Advisor. The system automatically defines personal customer objectives, designs individualized investment portfolios, adjusts portfolios for economic environment, researches and selects specific securities, evaluates and determines the proper time to buy and sell customer securities, generates orders to buy and sell customer securities, updates customer account information and provides tax and performance reports. Research data and personal account information are updated on a timely, periodic basis.
June 19, 1997
Date of Patent:
January 25, 2000
AExpert Advisory, Inc.
Kenneth S. Ray, George Richard Koelsch, Carol Andrews Ray