Robert Jay Samson

US Patent:

8429051, Apr 23, 2013

Filed:

Jan 19, 2001

Appl. No.:

09/766277

Inventors:

Robert K. Samson - New York NY, US

International Classification:

G06Q 40/00

US Classification:

705 36R, 705 35, 705 37, 235379

Abstract:

An investment guidance system which enables individuals to rate and select assets based on personal investment preferences. The system comprises a method for receiving a request to rate a plurality of assets, providing two or more criteria associated with the assets for a user to evaluate, receiving a relative weight of importance for the two or more criteria, and determining a rating for each asset based on the relative weights assigned to the two or more criteria. The system then ranks the plurality of assets based on the rated value for each asset, provides a list of the ranked assets and receives requests to execute trades for the ranked assets. The assets can comprise mutual funds, stocks, bonds, and/or other investment vehicles.

US Patent:

20130166476, Jun 27, 2013

Filed:

Jan 28, 2013

Appl. No.:

13/751347

Inventors:

Robert K. Samson - New York NY, US

International Classification:

G06Q 40/06

US Classification:

705 36 T, 705 36 R

Abstract:

An investment guidance system which enables individuals to rate and select assets based on personal investment preferences. The system comprises a method for receiving a request to rate a plurality of assets, providing two or more criteria associated with the assets for a user to evaluate, receiving a relative weight of importance for the two or more criteria, and determining a rating for each asset based on the relative weights assigned to the two or more criteria. The system then ranks the plurality of assets based on the rated value for each asset, provides a list of the ranked assets and receives requests to execute trades for the ranked assets. The assets can comprise mutual funds, stocks, bonds, and/or other investment vehicles.

US Patent:

20140351171, Nov 27, 2014

Filed:

Aug 13, 2014

Appl. No.:

14/458923

Inventors:

- New York NY, US
Robert K. Samson - New York NY, US

International Classification:

G06Q 40/06

US Classification:

705 36 R

Abstract:

An investment guidance system which enables individuals to rate and select assets based on personal investment preferences. The system comprises a method for receiving a request to rate a plurality of assets, providing two or more criteria associated with the assets for a user to evaluate, receiving a relative weight of importance for the two or more criteria, and determining a rating for each asset based on the relative weights assigned to the two or more criteria. The system then ranks the plurality of assets based on the rated value for each asset, provides a list of the ranked assets and receives requests to execute trades for the ranked assets. The assets can comprise mutual funds, stocks, bonds, and/or other investment vehicles.