Patents by Inventor George Richard Koelsch

George Richard Koelsch 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).

  • S.E.C. registered individual account investment advisor expert system
    Patent number: 6018722
    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.
    Type: Grant
    Filed: June 19, 1997
    Date of Patent: January 25, 2000
    Assignee: AExpert Advisory, Inc.
    Inventors: Kenneth S. Ray, George Richard Koelsch, Carol Andrews Ray