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Method 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 basis

  • US 20040039675A1
  • Filed: 07/28/2003
  • Published: 02/26/2004
  • Est. Priority Date: 03/11/1998
  • Status: Active Grant
First Claim
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1. A method for managing an investment account for a customer associated with a sponsoring organization comprising the steps of:

  • interacting with the customer over a computer network to create a portfolio of investments that satisfy a plurality of restrictions on investment activity of the customer while meeting pre-defined investment needs of the customer; and

    transmitting a resulting portfolio of desired investments over the computer network for execution.

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