Patents by Inventor Philip K. Thayer

Philip K. Thayer 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).

  • Seasonal portfolio construction platform apparatuses, methods and systems
    Patent number: 10217167
    Abstract: The SEASONAL PORTFOLIO CONSTRUCTION PLATFORM APPARATUSES, METHODS AND SYSTEMS (“SPC”) transform user data request via SPC components into seasonal portfolio investment transaction records. In one implementation, the SPC may provide an investment analytics and management tool facilitating a user (e.g., investors, consumers, portfolio managers, traders, etc.) to research, build and maintain an investment strategy for a customized portfolio based on a current economic cycle phase.
    Type: Grant
    Filed: May 23, 2014
    Date of Patent: February 26, 2019
    Assignee: FMR LLC
    Inventors: Philip K. Thayer, Miles F. Betro, Lisa J. Emsbo-Mattingly
  • SEASONAL PORTFOLIO CONSTRUCTION PLATFORM APPARATUSES, METHODS AND SYSTEMS
    Publication number: 20150178845
    Abstract: The SEASONAL PORTFOLIO CONSTRUCTION PLATFORM APPARATUSES, METHODS AND SYSTEMS (“SPC”) transform user data request via SPC components into seasonal portfolio investment transaction records. In one implementation, the SPC may provide an investment analytics and management tool facilitating a user (e.g., investors, consumers, portfolio managers, traders, etc.) to research, build and maintain an investment strategy for a customized portfolio based on a current economic cycle phase.
    Type: Application
    Filed: May 23, 2014
    Publication date: June 25, 2015
    Applicant: FMR, LLC
    Inventors: Philip K. Thayer, Miles F. Betro, Lisa J. Emsbo-Mattingly
  • Seasonal portfolio construction platform apparatuses, methods and systems
    Patent number: 8768815
    Abstract: The SEASONAL PORTFOLIO CONSTRUCTION PLATFORM APPARATUSES, METHODS AND SYSTEMS (“SPC”) transform user data request via SPC components into seasonal portfolio investment transaction records. In one implementation, the SPC may provide an investment analytics and management tool facilitating a user (e.g., investors, consumers, portfolio managers, traders, etc.) to research, build and maintain an investment strategy for a customized portfolio based on a current economic cycle phase.
    Type: Grant
    Filed: December 20, 2013
    Date of Patent: July 1, 2014
    Assignee: FMR, LLC
    Inventors: Philip K. Thayer, Miles F. Betro, Lisa J. Emsbo-Mattingly