Patents by Inventor Joseph Anthony Barone

Joseph Anthony Barone 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).

  • Patent number: 8812388
    Abstract: Systems and methods are provided for multi-style portfolio cash flow enhancement. The systems and methods include identifying a first set of one or more investment sleeves within an investment account as underweighted relative to a desired target and identifying a second set of one or more investment sleeves within the investment account as overweighted relative to the desired target, where the investment account includes a plurality of investment sleeves and where each investment sleeve includes at least one asset.
    Type: Grant
    Filed: March 16, 2007
    Date of Patent: August 19, 2014
    Assignee: Fiserv Investment Solutions, Inc.
    Inventors: Joseph Anthony Barone, Charles Raymond Smith, III, William McKinney, Hari Nanjundamoorthy
  • Patent number: 7873563
    Abstract: A system and method for identifying a candidate set of at least one buy order associated with an investment account, determining a back out target value that identifies a fiscal amount by which the candidate set must to be reduced, and progressively decrementing a respective initial asset quantity of one or more buy orders of the candidate set until the back out target value is achieved at a final asset quantity of the one or more buy orders. The candidate set of buy orders can then be modified by replacing the respective initial asset quantity with the respective final asset quantity for at least one of the one or more buy orders. The modified candidate set of buy orders can then be provided for trade execution.
    Type: Grant
    Filed: December 29, 2006
    Date of Patent: January 18, 2011
    Assignee: CheckFree Corporation
    Inventors: Joseph Anthony Barone, William McKinney, Michele Pierdinock, Hari Nanjundamoorthy
  • Patent number: 7797224
    Abstract: A system and method for identifying a candidate set of one or more buy orders associated with an investment account, ordering the buy orders in the candidate set into a chain, determining a back out target value that identifies a fiscal amount by which the candidate set must be reduced, and decrementing an initial asset quantity of one or more successive non-zero quantity buy orders in the chain by a fixed integer quantity to a final asset quantity until the back out target value is achieved. The candidate set of buy orders can then be modified by replacing the respective initial asset quantity with the respective final asset quantity for at least one of the one or more buy orders. The modified candidate set of buy orders can then be provided for trade execution.
    Type: Grant
    Filed: December 29, 2006
    Date of Patent: September 14, 2010
    Assignee: CheckFree Corporation
    Inventors: Joseph Anthony Barone, William McKinney, Michele Pierdinock, Hari Nanjundamoorthy