Stephen J Downey

US Patent:

8165948, Apr 24, 2012

Filed:

Apr 26, 2010

Appl. No.:

12/767266

Inventors:

James P. O'Shaughnessy - New York NY, US
Gregory L. Cowin - Trumbull CT, US
Stephen M. Downey - Babylon NY, US
Gregory L. McIntire - Stamford CT, US
Kevin P. Tyson - White Plains NY, US

Assignee:

The Globe Resources Group, Inc. - Henderson NV

International Classification:

G06Q 40/00

US Classification:

705 36R, 705 40

Abstract:

The invention is in the field of computer implemented systems and methods for generating a profile of an investor's risk tolerance, providing automated investment allocation advice based on the risk tolerance of the investor, generating at least one list of investments for the portfolio of the investor, allowing for review of the at least one list of investments and information relating to historic and/or hypothetical performance and a description of asset selection methodology, performing automated electronic execution of transactions pertaining the investments, maintenance and monitoring of investment portfolios, and rebalancing of investment portfolios.