Is a
Patent attributes
Patent Jurisdiction
Patent Number
Patent Inventor Names
Ronald Earl Pruitt0
Date of Patent
February 23, 2010
Patent Application Number
10037563
Date Filed
December 21, 2001
Patent Citations Received
Patent Primary Examiner
Patent abstract
Methods, apparatuses and systems allowing for optimization of individual client financial portfolios balancing risk, return, as well as transaction and tax costs, based on the inputs of at least one investment style manager. The present invention enables, in one embodiment, allocation of the management of a financial portfolio among a plurality of managers and the simultaneous optimization of the financial portfolio across all managers for after-tax returns. One embodiment of the present invention allows a professional money manager to deliver investment advice to potentially thousands of individual accounts, but tailors actual buy/sell recommendations to each individual investors tax position and preferences.
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