Assignee
WALLMAN STEVEN M H
US·5 granted patents·4 pending applications·51 citations·filing 2003–2014
Technology mixG06Q9
Top patents by PatentIndex Score
9 records- 0194US8078490B2Method and apparatus for corporate votingWALLMAN STEVEN M H·Filed 2009·Granted Dec 13, 2011·30 cites·3 claims
- 0290US8275690B2Method and apparatus for enabling smaller investors or others to create and manage a portfolio of securities or other assets or liabilities on a cost effective basisWALLMAN STEVEN M H·Filed 2010·Granted Sep 25, 2012·7 cites·8 claims
- 0381US8099344B2Method and apparatus for enabling individual or smaller investors or others to create and manage a portfolio of securities or other assets or liabilities on a cost effective basisWALLMAN STEVEN M H·Filed 2003·Granted Jan 17, 2012·11 cites·20 claims
- 0474US8086514B2Method and apparatus for rebalancing an investment portfolio using a portfolio investment systemWALLMAN STEVEN M H·Filed 2009·Granted Dec 27, 2011·3 cites·20 claims
- 0569US2009276372A1Method and apparatus for enabling individual or smaller investors or others to create and manage a portfolio of securities or other assets or liabilities on a cost effective basisWALLMAN STEVEN M H·Filed 2009·Application pending·0 cites
- 0664US9978103B2Method and apparatus for portfolio trading using marginWALLMAN STEVEN M H·Filed 2009·Granted May 22, 2018·0 cites·12 claims
- 0760US2009259599A1Method and apparatus for analyzing individual and comparative returns on assetsWALLMAN STEVEN M H·Filed 2009·Application pending·0 cites
- 0859US2014207648A1Leveraged instrument computer-implemented trade management system to provide long-term expected returns for daily rebalance instruments, such as etfs or fundsWALLMAN STEVEN M H·Filed 2014·Application pending·0 cites
- 0956US2014279678A1Automated Cash Leveraging Facility to Provide Available Cash from Sweep Investments for Margin FinancingWALLMAN STEVEN M H·Filed 2013·Application pending·0 cites
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