Patents by Inventor Drew Klepper

Drew Klepper 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).

  • Publication number: 20070192223
    Abstract: Techniques for rebalancing a single type security associated with at least one of multiple investment styles within a multi-style investment account is provided. The security could be, as desired, rebalanced in only the one investment style, or in more than one of the multiple investment styles. It is determined if the security is overweighted or underweighted relative to a first target position associated with the one investment style. Then, another investment style is identified in which the security is oppositely weighted. An amount of the security is then transferred between the one investment style and the identified investment style in rebalancing the security in the one investment style.
    Type: Application
    Filed: November 17, 2004
    Publication date: August 16, 2007
    Applicant: CHECKFREE CORPORATION
    Inventors: Michael Cifrese, Ann Harding, Drew Klepper