Patents by Inventor Angela Y. CHOI

Angela Y. CHOI 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 SYSTEM FOR ADAPTIVE ASSET ALLOCATION AND FINANCIAL PLANNING
    Publication number: 20230114589
    Abstract: Method and systems for adaptively allocating assets in an investment portfolio are provided. The method includes: receiving first information relating to an investment portfolio of an investor; receiving second information relating to several financial goals of the investor; determining, based on the second information, respective estimated costs for achieving each corresponding financial goal; determining, based on the first information and the second information, a current status and proposed adjustments, including to asset allocation among asset classes, that relate to achieving the financial goals; and outputting third information that relates to the determined costs, the current status, and the proposed adjustments, including to asset allocation among asset classes.
    Type: Application
    Filed: October 11, 2022
    Publication date: April 13, 2023
    Applicant: JPMorgan Chase Bank, N.A.
    Inventors: Martin W. SIOW, Junyang HONG, Angela Y. CHOI, Georgiy ZHIKHAREV