Patents by Inventor William Elliott Fiala

William Elliott Fiala 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).

  • Method and system for building an investment portfolio
    Patent number: 11803914
    Abstract: Methods and systems are disclosed that enable the leveraging of financial instrument research at an individual financial instrument level but across multiple classifications of financial instruments to efficiently build an investment portfolio for an investor based on a desired portfolio objective through a plurality of graphical user interfaces (GUIs).
    Type: Grant
    Filed: April 7, 2014
    Date of Patent: October 31, 2023
    Assignee: Edward D. Jones & Co., L.P.
    Inventors: William Elliott Fiala, Scott David Harris, Matthew James Mikula
  • System and method of evaluating an investment portfolio
    Patent number: 8930250
    Abstract: A system and method for performing a diagnostic evaluation of an investment portfolio by categorizing the assets in the portfolio, establishing thresholds for each category and identifying assets that are not in compliance with the established thresholds.
    Type: Grant
    Filed: January 28, 2011
    Date of Patent: January 6, 2015
    Assignee: Edward Jones & Co.
    Inventors: William Elliott Fiala, Matthew James Mikula
  • SYSTEM AND METHOD OF EVALUATING AN INVESTMENT PORTFOLIO
    Publication number: 20140365400
    Abstract: A system and method for performing a diagnostic evaluation of an investment portfolio by categorizing the assets in the portfolio, establishing thresholds for each category and identifying assets that are not in compliance with the established thresholds.
    Type: Application
    Filed: August 26, 2014
    Publication date: December 11, 2014
    Applicant: Edward Jones & Co.
    Inventors: William Elliott Fiala, Matthew James Mikula
  • METHOD AND SYSTEM FOR BUILDING AN INVESTMENT PORTFOLIO
    Publication number: 20140304192
    Abstract: Methods and systems are disclosed that enable the leveraging of financial instrument research at an individual financial instrument level but across multiple classifications of financial instruments to efficiently build an investment portfolio for an investor based on a desired portfolio objective through a plurality of graphical user interfaces (GUIs).
    Type: Application
    Filed: April 7, 2014
    Publication date: October 9, 2014
    Applicant: Edward D. Jones & Co., L.P.
    Inventors: William Elliott Fiala, Scott David Harris, Matthew James Mikula
  • SYSTEM AND METHOD FOR INCOME MANAGED ACCOUNT
    Publication number: 20140180962
    Abstract: A system and method for managing a consolidated account which consolidates the cash flows of a plurality of different accounts and outside income, tracks the cash flows, monitors the sustainability of income streams and expense needs, makes projections for further potential cash flows, has the ability to make variable distributions, tracks the current and projected balance in the income managed account and issues alerts when account parameters fail to meet a criteria, and automatically takes corrective action or makes recommendations.
    Type: Application
    Filed: December 21, 2012
    Publication date: June 26, 2014
    Applicant: Edward Jones & Co.
    Inventors: William Elliott Fiala, Matthew James Mikula
  • Method and system for building an investment portfolio
    Patent number: 8732059
    Abstract: Methods and systems are disclosed that enable the leveraging of financial instrument research at an individual financial instrument level but across multiple classifications of financial instruments to efficiently build an investment portfolio for an investor based on a desired portfolio objective through a plurality of graphical user interfaces (GUIs).
    Type: Grant
    Filed: August 26, 2010
    Date of Patent: May 20, 2014
    Assignee: Edward D. Jones & Co., L.P.
    Inventors: William Elliott Fiala, Scott David Harris, Matthew James Mikula
  • Method and System for Building an Investment Portfolio
    Publication number: 20120054121
    Abstract: Methods and systems are disclosed that enable the leveraging of financial instrument research at an individual financial instrument level but across multiple classifications of financial instruments to efficiently build an investment portfolio for an investor based on a desired portfolio objective through a plurality of graphical user interfaces (GUIs).
    Type: Application
    Filed: August 26, 2010
    Publication date: March 1, 2012
    Applicant: EDWARD D. JONES & CO., L.P.
    Inventors: William Elliott Fiala, Scott David Harris, Matthew James Mikula