Patents by Inventor Mark L. Maxwell

Mark L. Maxwell 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).

  • Performance participation and revenue sharing in an investment management affinity program
    Publication number: 20020069149
    Abstract: A data processing system for managing an affinity program for providing financial support payments to a designated beneficiary. The financial support payments are derived from a mutual fund unit holder's investment management activity. The data processing system includes computer processors and electronic storage that store and retrieve affinity program data for a number of mutual fund unit holders. The affinity program data for each holder includes: number of mutual fund units held; current value of each mutual fund unit held; any mutual fund management fee portion dedicated to the beneficiary by the holder; and any mutual fund financial performance portion dedicated to the beneficiary by the holder.
    Type: Application
    Filed: December 4, 2001
    Publication date: June 6, 2002
    Applicant: Max Wellum Management Inc.
    Inventors: Mark L. Maxwell, Jonathan M. Wellum