Patents by Inventor Linda Lubitz Boone

Linda Lubitz Boone 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).

  • SYSTEM AND METHOD FOR CREATING AN INVESTMENT POLICY STATEMENT
    Publication number: 20070271166
    Abstract: A system and method for the creation of an Investment Policy Statement (“IPS”). A user may create or modify paragraphs and sections of an IPS template with response dependent fields. Asset allocation models are available from the system, or a user can create an unlimited number of custom asset allocation models. An IPS is generated for a client by completing an IPS questionnaire. Based upon answers to the IPS questionnaire, response dependent fields are completed and various response dependent fields are shown or hidden in the IPS.
    Type: Application
    Filed: April 17, 2007
    Publication date: November 22, 2007
    Applicant: BLIPS PARTNERS, LLC
    Inventors: Norman Boone, Linda Lubitz Boone, Michael Eldred, Chad Gilbert