Stephen M Downey

US Patent:

7177831, Feb 13, 2007

Filed:

Jul 24, 2000

Appl. No.:

09/624330

Inventors:

James P. O'Shaughnessy - Cos Cob CT, 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. - Wichita KS

International Classification:

G06Q 40/00

US Classification:

705 36, 705 30

Abstract:

The invention is in the field of using a computer to provide automated investment allocation advice, selection of investment securities, customization of the automated advice, execution of investment securities, maintenance/monitoring of investment portfolios and rebalancing of investment portfolios. A user is connected to the Internet. The user connects to the portfolio management program (PMP) host computer through the Internet. The user completes a questionnaire that the PMP uses to generate a suitable investment allocation and specific portfolio strategy recommendation. The user reviews the strategy and specific information about the strategy. The information is transmitted across the Internet to the user. The information transmitted includes historic and/or hypothetical performance, historical and/or hypothetical holdings, current securities selections of the strategy, and a description of the strategy's selection methodology. The user, after making appropriate reviews, makes a decision to purchase the instruments in that portfolio.

US Patent:

7707093, Apr 27, 2010

Filed:

Feb 12, 2007

Appl. No.:

11/673881

Inventors:

James P O'Shaughnessy - Cos Cob CT, 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 36, 705 40

Abstract:

The invention is in the field of using a computer to provide automated investment allocation advice, selection of investment securities, customization of the automated advice, execution of investment securities, maintenance/monitoring of investment portfolios and rebalancing of investment portfolios. A user is connected to the Internet. The user connects to the portfolio management program (PMP) host computer through the Internet. The user completes a questionnaire that the PMP uses to generate a suitable investment allocation and specific portfolio strategy recommendation. The user reviews the strategy and specific information about the strategy. The information is transmitted across the Internet to the user. The information transmitted includes historic and/or hypothetical performance, historical and/or hypothetical holdings, current securities selections of the strategy, and a description of the strategy's selection methodology. The user, after making appropriate reviews, makes a decision to purchase the instruments in that portfolio.

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.